Sean Kovich (CRD# 5307667) is an Investment Advisor Representative working at Pacific Peak Advisors, LLC in Ketchum, ID and has over 14 years of experience in the finance industry. Sean Kovich 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# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Peak Advisors, LLC | Ketchum, ID | Dec 2014 - Current | 9 |
| The Leaders Group, Inc. | Littleton, CO | Jan 2014 - Current | 10 |
| Tlg Advisors, Inc. | Littleton, CO | Apr 2015 - Nov 2023 | 8 |
| Trumark Financial | Pleasanton, CA | Jan 2016 - Jan 2018 | 2 |
| Millennium Brokerage Group | Brentwood, TN | Jan 2015 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- ID
- TX
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$775,403
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, ID, TX
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