Peak Asset Management, LLC

Peak Asset Management, LLC (CRD# 106944) is a financial advisory firm headquartered in Louisville, CO. They manage $702,641,190 in 948 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    703
    MILLION
  • Total Number of Accounts
    948
    ACCOUNTS
  • Average Account Value
    $741,183
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NE, NV, NY, TX, WI

Financial Advisors at Peak Asset Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Bethany A. Aylor
CRD#: 6353182
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Bethany Aylor (CRD# 6353182) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 8 years of experience in the finance industry.

2
Noel F. Bennett
CRD#: 4359632
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

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.

3
Tara J. Hefty
CRD#: 5469036
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Tara Hefty (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.

4
Terrance W. Hefty
CRD#: 2766094
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Terrance Hefty (CRD# 2766094) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 27 years of experience in the finance industry.

5
John N. McCorvie
CRD#: 1509677
1371 E Hecla Drive, Suite A, Louisville, CO 80027

John McCorvie (CRD# 1509677) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 37 years of experience in the finance industry.

6
Julie F. Pribble
CRD#: 2319095
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Julie Pribble (CRD# 2319095) 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.

7
Terry L. Robinette
CRD#: 4355257
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

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.

8
Brent C. Yanagida
CRD#: 2393687
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Brent Yanagida (CRD# 2393687) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 16 years of experience in the finance industry.

9
Sophia N. Berglund
CRD#: 7688713
1371 E. Hecla Drive, Louisville, CO 80027

Sophia Berglund (CRD# 7688713) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.

10
Timothy M. Burt
CRD#: 5669245
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Timothy Burt (CRD# 5669245) 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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