Preston Gee (CRD# 7257016) is an Investment Advisor Representative working at Peak Wealth Management, LLC in Plymouth, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Wealth Management, LLC | Plymouth, MI | May 2021 - Current | 3 |
| Central Michigan University | Mt. Pleasant, MI | Aug 2017 - May 2021 | 3 |
| Peak Wealth Management, LLC | Plymouth, MI | May 2020 - Aug 2020 | < 1 |
| Jets Pizza | Keego Harbor, MI | Jun 2017 - Jul 2017 | < 1 |
| School | West Bloomfield, MI | May 2011 - Jun 2017 | 6 |
| Mjr Cinema | Waterford, MI | Nov 2015 - May 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- MI
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts1,600ACCOUNTS
-
Average Account Value$175,000
- 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)
FL, MI, OH, TX
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