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Monday, September 21, 2026The Morning Brief →Sign in
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Pinnacle Financial Group

WESTERN SPRINGS, IL
CRD: 116600
In PWD coverage since September 18, 2026 · 4 stories
$673MRegulatory AUMSEC Form ADV · Sep 18
7EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Tim Brennan
Sep 17 · advisor move
Arrivals
None tracked.
Departures
Tim Brennan
Sep 19 · to Merit Financial Advisors
PWD coverage
move

Merit's $888 million Commonwealth hire was paid partly in equity

Equity in the buyer is the package line that decides whether a breakaway keeps compounding after the signing.
The Close · Sep 20The talent war's next front is inside the recordkeeper
Features · Sep 20The Breakaway Business Has Split in Two
Moves · Sep 18Merit bought a succession plan and paid for it in equity
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