Tim Brennan

What changed

Co-founded Pinnacle Financial Group and spent nearly 27 years there; joins Merit with $888M AUM and a $57M Wisconsin practice.

Reported / discovered

Sep 18, 2026

Effective

Not reported

New role

Financial advisor

Previous role

Not reported

Market

Deerfield, IL

Reported book

$888M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.