Peak Asset Management, LLC

Peak Asset Management, LLC (CRD# 106944) is a financial advisory firm headquartered in Louisville, CO. They manage $440,080,000 in 897 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    440
    MILLION
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $490,613
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, CA, CO, CT, MA, MO, NY, TX

Financial Advisors at Peak Asset Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Robert R. Cutler
CRD#: 2599850
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
96
Wealthminder
score

Robert Cutler (CRD# 2599850) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 22 years of experience in the finance industry. Robert Cutler 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.

2
John J. Glasman
CRD#: 2323660
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
96
Wealthminder
score

John Glasman (CRD# 2323660) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 24 years of experience in the finance industry.

3
John N. McCorvie
CRD#: 1509677
1371 Hecla Drive, Suite A, Louisville, CO 80027
96
Wealthminder
score

John McCorvie (CRD# 1509677) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 31 years of experience in the finance industry.

4
Julie F. Pribble
CRD#: 2319095
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
96
Wealthminder
score

Julie Pribble (CRD# 2319095) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 24 years of experience in the finance industry.

5
Brent C. Yanagida
CRD#: 2393687
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
96
Wealthminder
score

Brent Yanagida (CRD# 2393687) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 9 years of experience in the finance industry. Brent Yanagida 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.

6
Terrance W. Hefty
CRD#: 2766094
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
93
Wealthminder
score

Terrance Hefty (CRD# 2766094) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 21 years of experience in the finance industry.

7
Noel F. Bennett
CRD#: 4359632
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
87
Wealthminder
score

Noel Bennett (CRD# 4359632) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.

8
Tara J. Hume
CRD#: 5469036
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
87
Wealthminder
score

Tara Hume (CRD# 5469036) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.

9
Terry L. Robinette
CRD#: 4355257
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
87
Wealthminder
score

Terry Robinette (CRD# 4355257) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.

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