Dawn Bressingham
Dawn Bressingham is a registered investment advisor at The Pinnacle Financial Group, based in N Massapequa, NY, with 10 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
370 N Iowa Avenue, N Massapequa, NY, 11758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dawn operates The Pinnacle Financial Group as a DBA for her LPL business and as a Registered Investment Advisor Hybrid, spending about a quarter of her time on each. She also owns Priority Pension Services, Inc. and Priority Advisory Services, Inc., dedicating about a quarter of her time to the former and a little over a third of her time to the latter.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Planmember Securities CorporationBroker
Investacorp, INC.Broker
State Registrations7 states
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