Louis Patierno (CRD# 2142525) is an Investment Advisor Representative working at Peak Planning Group, LLC in Centennial, CO and has over 32 years of experience in the finance industry. Louis Patierno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chalice Capital Partners, LLC | San Diego, CA | Jun 2018 - Current | 5 |
| Peak Planning Group, LLC | Denver, CO | Oct 2017 - Current | 6 |
| Niagara International Capital Limited | Denver, CO | Oct 2017 - Current | 6 |
| Ppg Homes, LLC | Englewood, CO | Feb 2014 - Current | 10 |
| Attorneyterm.com | Greenwood Village, CO | Nov 2011 - Current | 12 |
| Peak Planning Group LLC | Englewood, CO | Dec 2005 - Current | 18 |
| Independent Insurance Sales Agent | Greenwood Village, CO | Aug 1990 - Current | 33 |
| Raymond James Financial | Englewood, CO | Jan 2009 - Oct 2017 | 8 |
| Raymond James Financial Services, Inc. | Englewood, CO | Oct 2001 - Oct 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
- CO
- TX
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Total Assets Under Management272MILLIONS
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Total Number of Accounts1,107ACCOUNTS
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Average Account Value$245,887
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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