Dawn Marie Bressingham
Investment adviser representative at The Pinnacle Financial Group
21 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
21 years in the industry.
- LPL Financial LLCNov 2017 to now
- The Pinnacle Financial GroupOct 2017 to now
- Priority Pension ServicesOct 2005 to now
- Lifeplan Wealth Management GroupJul 2016 to Oct 2017
- Planmember Securities CorporationJul 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
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
- 6587884
- Firm CRD
- 164395