Peak Financial Advisors

Peak Financial Advisors (CRD# 115207) is a financial advisory firm headquartered in Denver, CO. They manage $126,654,678 in 341 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $371,421
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

CO, NE, TX

Financial Advisors at Peak Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Debbie J. Freeman
CRD#: 5756376
50 South Steele Street, Suite 815, Denver, CO 80209
96
Wealthminder
score

Debbie Freeman (CRD# 5756376) is an Investment Advisor Representative working at Peak Financial Advisors in Denver, CO and has over 10 years of experience in the finance industry. Debbie Freeman 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
Brian T. Sells
CRD#: 2617524
50 South Steele Street, #435, Denver, CO 80209
96
Wealthminder
score

Brian Sells (CRD# 2617524) is an Investment Advisor Representative working at Peak Financial Advisors in Denver, CO and has over 21 years of experience in the finance industry. Brian Sells 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.

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