Clint Pekrul (CRD# 3241650) is an Investment Advisor Representative working at Peak Capital Management, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Peak Capital Management LLC | Greenwood Villiage, CO | Oct 2020 - Current | 3 |
Peak Capital Management LLC | Colorado Springs, CO | Apr 2016 - Oct 2020 | 4 |
Curian Clearing LLC | Denver, CO | Jan 2010 - Mar 2016 | 6 |
Curian Capital, LLC | Denver, CO | Jan 2003 - Mar 2016 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1999 |
S65 | NASAA Investment Advisors Law Examination | Apr 2000 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- CO
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts544ACCOUNTS
-
Average Account Value$303,441
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, NM, TX
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