Four Peaks Wealth Management, LLC

Four Peaks Wealth Management, LLC (CRD# 165891) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $24,400,000 in 255 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $95,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Four Peaks Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Paul W. Bednar
CRD#: 2921358
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
93
Wealthminder
score

Paul Bednar (CRD# 2921358) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 19 years of experience in the finance industry.

2
Ronald F. Getto
CRD#: 1558084
Flagstaff, AZ
93
Wealthminder
score

Ronald Getto (CRD# 1558084) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 10 years of experience in the finance industry.

3
Matthew J. Haertzen
CRD#: 2405742
Flagstaff, AZ
90
Wealthminder
score

Matthew Haertzen (CRD# 2405742) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has 1 year of experience in the finance industry.

4
Colin J. Hughes
CRD#: 5996888
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
90
Wealthminder
score

Colin Hughes (CRD# 5996888) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 4 years of experience in the finance industry.

5
Cecilia T. Selna
CRD#: 6172034
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
90
Wealthminder
score

Cecilia Selna (CRD# 6172034) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 3 years of experience in the finance industry.

6
Ryan P. Stuart
CRD#: 6639504
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
90
Wealthminder
score

Ryan Stuart (CRD# 6639504) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has 1 year of experience in the finance industry.

7
Allen B. Atkins
CRD#: 6239393
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
89
Wealthminder
score

Allen Atkins (CRD# 6239393) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 3 years of experience in the finance industry.

8
Glenn J. Leest
CRD#: 6234623
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
89
Wealthminder
score

Glenn Leest (CRD# 6234623) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 3 years of experience in the finance industry.

9
Matthew T. McMahon
CRD#: 6324277
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
89
Wealthminder
score

Matthew McMahon (CRD# 6324277) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has over 2 years of experience in the finance industry.

10
Emy A. Tice
CRD#: 6499262
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
87
Wealthminder
score

Emy Tice (CRD# 6499262) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Flagstaff, AZ and has 1 year of experience in the finance industry.

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