Brian Mccracken
Brian Mccracken is a registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 952 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Family Advisors offers asset management services where the fee is based on a percentage of the assets managed, with a maximum annual fee of 2.0%. The fee is negotiable and billed quarterly in advance. Pinnacle also manages 401k assets through AdvisorK, charging 0.75% of the assets managed, billed quarterly in advance.
Location
620 W. Republic Road, Suite 104, Springfield, MO, 65807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian manages fee accounts as an Investment Advisor Representative and Portfolio Manager at Pinnacle Family Advisors, dedicating nearly full-time hours. He also owns McCracken Financial, providing investment services, and spends a significant amount of time there. Brian is also a partner at Pinnacle Consulting CPAs, LLC, assisting with accounting and consulting projects for about 10-20% of his time, and supervises a youth football program for a few hours per week.
Employment History
Current Registrations
Pinnacle Family Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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