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Connecting Investors with Advisors

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Rogers, AR

Contact Information

Name: Braden Hill
Title: President
Firm Name: Pinnacle Hills Financial Services LLC
Website: www.pinnaclehillsfinancialservices.com
Address: 4201 W. New Hope Rd.
Suite 102
Rogers, AR 72758
Primary Phone: (479) 631-9700
Email: bhill@summitbrokerage.com

Direct Contact Information

Name: Braden Hill
Email: bhill@summitbrokerage.com

Services Offered

Services Offered: 401k Rollover From Employer
Alternative Asset Class Planning
Alternative Investments
Annuities
Annuity Ideas & Strategy Planning
Asset Protection Strategies & Planning
Business Succession & Liquidation Planning
CD Alternative
Commission-Only Financial Planning (Full Disclosure)
Education Funding & Financial Aid Planning
Estate Tax Planning
Fee-Only Comprehensive Financial Planning
Hourly Financial Planning Engagements
Income for Life/ Preserve Principal
Insurance & Risk Management Planning
Investment & Portfolio Management
Investment Consulting & Allocation Design
IRA
401k
Roth IRA
QDRO Rollovers
Life Insurance
Long-Term Health Care Planning
Pension for Highly Compensated Owners
Real Estate Investment Planning
Retirement Income Accumulation Planning
Retirement Income Distribution Planning
Retirement Planning
Stock Market Alternative
Wealth Management

Professional Credentials Listing

Years of financial services experience: 13

Licensing and Compliance

Registered Investment Advisor: Yes
Investment Advisor Representative: Yes
Active securities licenses: 24 - Commission
65 - Fiduciary
66 - Fiduciary
7 - Commission
31
Broker/Dealer: Summit Brokerage
Active insurance licenses: Annuity
Disability
Health
Life
Long-Term Care

Minimums and Compensation Arrangement

Minimum fee for engagement: None
Minimum net worth requirement for planning services: None
Minimum asset requirement: None
Method(s) of compensation
Planning Services: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Fixed fee
Investment Service: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Fixed fee
Project Service: Fixed fee

Professional Services Offered

Provides the following Financial Services: Investment advisory services
Planning services
Provides the following Planning Services: Charitable
College
Estate
Financial
Retirement
401k/Retirement Plan advisory
Provides the following Investment Services: Asset allocation
Asset management
Money manager selection
Strategy development
Tax efficient strategies
Provides planning as a separate service: Yes