Karen House
Pinnacle Wealth Management · Dyersburg, Tennessee
Karen House is a fee-only financial advisor at Pinnacle Wealth Management in Dyersburg, Tennessee. Pinnacle Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pinnacle Wealth Management |
|---|---|
| Based in | Dyersburg, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $95.5M across 367 accounts |
| SEC registration | Investment adviser representative in MO, TN · CRD 4747860 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Karen's firm compares
- Pinnacle Wealth Management's average account is about $260,000, from its Form ADV (assets managed divided by 367 accounts).
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Questions about Karen
Is Karen House a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Pinnacle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Pinnacle Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Karen House based?
Karen House is based in Dyersburg, Tennessee.
Is Karen House registered with the SEC?
Yes. Karen House is registered as an investment adviser representative in MO and TN (CRD 4747860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Wealth Management manage?
Pinnacle Wealth Management reports $95.5M across 367 accounts in assets under management.
How do I contact Karen House?
Contact details aren't on file yet. Search for Pinnacle Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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