VETTED

Emanuel Castelan

Tel: 901-870-7335 6410 Poplar Ave Suite 190 Memphis, TN 38120

Plan. Protect. Prosper.

About Emanuel Castelan

Emanuel specializes in comprehensive wealth management, tax planning integration, and personalized financial strategies for individuals, families, and business owners in the Greater Memphis area. Through Pinnacle Wealth Group, he focuses on helping clients align their financial goals with long-term investment, protection, and retirement solutions.

About Pinnacle Wealth Group

At Pinnacle Wealth Group, we believe in a client-centric approach that goes beyond mere financial transactions. Our philosophy revolves around building lasting relationships founded on trust, transparency, and a shared commitment to your financial well-being. We understand that each client is unique, with distinct goals and aspirations, and we tailor our services to address your individual needs.

See Disclosures

General Information

States Licensed in:

FL, IA, MS, NY, TN, TX

Communities served:

Memphis, TN

Number of Years with Current Firm:

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Risk Management, Wealth Management, Retirement Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Tax Advice and Services

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Variable Annuity, Annuity, Life

Services

Investment Types:

Mutual Funds, Stocks, Annuities, Insurance

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Phone, Email, Our Offices

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Commissions, Based on Assets

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893707/wiseradvisor-pinnacle-wealth-group-detailed-disclosure.html

Disclaimer

Representatives offer products and services using the following business names: Pinnacle Wealth Group | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC securities and investments | Ameritas Advisory Services (AAS) investment advisory services. AIC and AAS are not affiliated with Pinnacle Wealth Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

6 Years of Experience

CRD# 6847479 Firm CRD# 14869Series: 6, 7, 24, 63, 66

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 6:00 PM

Tuesday9:00 AM - 6:00 PM

Wednesday9:00 AM - 6:00 PM

Thursday9:00 AM - 6:00 PM