Nicholas Wolverton (CRD# 6547199) is an Investment Advisor Representative working at Peak Financial Management, Inc. in Broomfield, CO and has over 8 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Peak Financial Management, Inc. | Broomfield, CO | Oct 2015 - Current | 8 |
Aiguille Financial Advisors, Inc. | Fort Collins, CO | Aug 2015 - Oct 2015 | < 1 |
Wycliffe Bible Translators, Inc. | Orlando, FL | Jan 2009 - Aug 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- CO
- TX
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts404ACCOUNTS
-
Average Account Value$189,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, TX
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