Geoffrey Gene Russell
Professional Summary
Geoffrey Gene Russell is a registered financial advisor currently at PINNACLE FAMILY ADVISORS, LLC located in Springfield, Missouri and PURSHE KAPLAN STERLING INVESTMENTS located in Springfield, Missouri. Geoffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Geoffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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PFS INVESTMENTS INC.
Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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PFS INVESTMENTS INC.
Years of Experience
21 years in the financial services industry
Current & Past Employments
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PFS INVESTMENTS INC.
Current Firm
PINNACLE ASSET MANAGEMENT | PINNACLE TACTICAL FUNDS | PINNACLE SHERMAN FUNDS | PINNACLE FAMILY ADVISORS, LLC
Contact Information
Main Address
620 W. Republic Road Suite 104, Springfield, MO 65807Phone Number
(417) 886-6590# of Employees
13SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,007AUM (Assets Under Management)
$371,703,535Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/16/2025 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
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PFS INVESTMENTS INC.
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.
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PFS INVESTMENTS INC.
Primary Firm SEC Registration
PINNACLE ASSET MANAGEMENT | PINNACLE TACTICAL FUNDS | PINNACLE SHERMAN FUNDS | PINNACLE FAMILY ADVISORS, LLC
State Registrations and Notice Filings
(9/25/2020)
(7/17/2012)
(8/16/2012)
(2/5/2013)
(10/11/2013)
(3/2/2016)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Gene Russell's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
