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John Conrad Buser

Investment adviser representative at The Pinnacle Financial Group
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. The Pinnacle Financial GroupDec 2025 to now
  2. Sequent Planning, LLCJan 2021 to now
  3. The Pinnacle Financial GroupMar 2018 to Dec 2020
  4. Pep BoysAug 2017 to Mar 2020
  5. LPL Financial, LLCSep 2014 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (NY).

The Pinnacle Financial Group

$1.4BAssets managed
3,208Clients
43Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1678723
Firm CRD
164395
Advisor's SEC record (opens in a new tab)
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