Justin Laurin (CRD# 5156176) is an Investment Advisor Representative working at Peak Financial Guidance LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.
CRD# 5375609
Johnson Financial Group LLC
CRD# 3142430
State Farm Investment Management Corp.
CRD# 2438502
Pvg Asset Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Financial Guidance | Greenwood Village, CO | Mar 2021 - Current | 3 |
| Mml Investors Services | Denver, CO | Dec 2018 - Feb 2021 | 2 |
| Mass Mutual Life Insurance Company | Denver, CO | Nov 2018 - Feb 2021 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2016 - Nov 2018 | 2 |
| Northwestern Mutual Investment Services LLC | Denver, CO | Jun 2006 - Nov 2018 | 12 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2006 - Nov 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CO
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts440ACCOUNTS
-
Average Account Value$109,755
- 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
CO
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