Four Peaks Wealth Management, LLC

Four Peaks Wealth Management, LLC (CRD# 165891) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $40,600,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $203,000
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)
  • Publication of periodicals or newsletters
  • 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 - 9 of 9 top financial advisors.
1
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.

2
Emy A. Tice
CRD#: 6499262
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
92
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. Emy Tice 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.

3
Allen B. Atkins
CRD#: 6239393
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
90
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.

4
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.

5
Glenn J. Leest
CRD#: 6234623
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
90
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.

6
Arthur K. Selender
CRD#: 1689907
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
90
Wealthminder
score

Arthur Selender (CRD# 1689907) 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.

7
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 5 years of experience in the finance industry.

8
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.

9
Michael T. Fagan
CRD#: 6844760
Las Vegas, NV
75
Wealthminder
score

Michael Fagan (CRD# 6844760) is an Investment Advisor Representative working at Four Peaks Wealth Management, LLC in Las Vegas, NV and has 1 year of experience in the finance industry.

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