Peak Financial Partners, LLC
Peak Financial Partners, LLC (CRD# 147345) is a financial advisory firm headquartered in , . They manage $3,000,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$90,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Richard Roell (CRD# 2147272) is an Investment Advisor Representative working at Peak Financial Partners, LLC in Galena, OH and has over 8 years of experience in the finance industry.