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The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.
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Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors (CSA), an SEC Registered Investment Advisor. Pinnacle Financial Wealth Management, CSA and CSS are independent entities. Please be advised that presently, Ken New holds FINRA Series 6, 7, and State Series 63 (According to Broker/Check, Ken does not have Series 63) and 66 licenses in the states of AZ, FL NJ, PA, TN and UT. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Ken New before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. and Center Street Advisors, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.