Michael Tidwell (CRD# 6879026) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Roseville, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Investment Solutions, LLC | Roseville, CA | Nov 2017 - Current | 6 |
| Tidwell & Associates, LLP | Rocklin, CA | Jan 2003 - Current | 21 |
- CA
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$443,225
- A percentage of assets under your management
- Other
- 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)
AZ, CA
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