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 20 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 11 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 5 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 4 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 4 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 4 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 3 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 over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.