Steven M. Temple

PINNACLE INVESTMENT ADVISORS

Troy, OH 45373

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CRD#: 2608122

Professional summary

Steven Michael Temple, who also goes by Steve Temple, is a registered financial advisor currently at PINNACLE INVESTMENT ADVISORS, LLC located in Troy, Ohio and LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC located in Troy, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Temple

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Pinnacle Investment Advisors, LLC FKA Temple Wealth Mgmt, LLC; Investment related; start date 04/2017; Troy, OH; Investment Advisor Representative/ Managing Member; 90% of time Temple Financial Solutions; Investment Related; start date: 11/2016; Troy, OH; LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS Lonestar Registered Investment Advisors, PLLC. ; Investment Related; Investment Advisor Representative; Start Date 08/2025; Lubbock, TX; Less than 10% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Temple's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 6, 2017 - Present

PINNACLE INVESTMENT ADVISORS, LLC

Office #1: 21 Robin Hood Ln., Troy, OH 45373

RIA

CRD#: 287763

Troy, OH

Current

October 1, 2025 - Present

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

Office #1: 21 Robin Hood Lane, Troy, OH 45373

RIA

CRD#: 144200

Troy, OH

Past

January 29, 2016 - October 27, 2016

WELLNESS INVESTMENT ADVISERS LLC

RIA

CRD#: 282042

FLETCHER, OH

Past

August 7, 2012 - December 31, 2015

SWS ADVISORS, INC.

RIA

CRD#: 120054

COLUMBUS, OH

Past

August 3, 2012 - December 31, 2015

OMNI FINANCIAL SECURITIES, INC.

CRD#: 29320

Troy, OH

Past

March 25, 2011 - July 24, 2012

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

TIPP CITY, OH

Past

March 21, 2011 - July 24, 2012

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

TIPP CITY, OH

Past

April 10, 2007 - September 24, 2009

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

SPRINGFIELD, OH

Past

February 21, 2007 - September 24, 2009

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

NEW CARLISLE, OH

Past

November 4, 2004 - January 23, 2007

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

SPRINGFIELD, OH

Past

September 30, 2004 - January 23, 2007

PARK AVENUE SECURITIES LLC

CRD#: 46173

SPRINGFIELD, OH

Past

October 24, 2001 - September 15, 2004

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

SPRINGFIELD, OH

Past

August 27, 2001 - September 15, 2004

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

December 1, 1999 - August 28, 2001

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

August 7, 1995 - November 29, 1999

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PALM BEACH GARDENS, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

CRD#: 144200 / SEC#: 801-128569

RIA

Registered Investment Advisory firm - (8/11/2023 Approved)

New Mexico

Registered Investment Advisory firm - (1/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/12/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/6/2017)

IAR

Texas
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/26/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/4/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

CRD#: 144200 / SEC#: 801-128569

RIA

Registered Investment Advisory firm - (8/11/2023 Approved)

New Mexico

Registered Investment Advisory firm - (1/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/12/2024 Terminated)

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Contact information

Main Address

10210 Frankford Ave Suite 220, Lubbock, TX 79424

Mailing Address

Phone number

(866) 785-5350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B SEC (9/30/2025)

Regulatory assets under management

Total Number of Accounts	447
AUM (Assets Under Management)	$ 164,222,094

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Steven M. Temple

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Temple's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

WELLNESS INVESTMENT ADVISERS LLC

SWS ADVISORS, INC.

OMNI FINANCIAL SECURITIES, INC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CETERA WEALTH SERVICES, LLC

MONEY CONCEPTS CAPITAL CORP

Primary Firm SEC Registration

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2017

Series 63

Date: 3/26/1996

SIE

Date: 12/31/2015

Series 6

Date: 8/4/1995

Current Firm

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

TRUST BUT VERIFY

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