Brent Yanagida (CRD# 2393687) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 16 years of experience in the finance industry. Brent Yanagida 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# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Asset Management, LLC | Louisville, CO | Oct 2015 - Current | 8 |
| Bcy Financial Services | Denver, CO | Mar 2012 - Current | 12 |
| Ace Investing Services, Inc. | Boulder, CO | Feb 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- CO
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Total Assets Under Management825MILLIONS
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Total Number of Accounts1,025ACCOUNTS
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Average Account Value$805,007
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NE, NV, NY, TX, WI
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