Peak Financial Partners, LLC

Peak Financial Partners, LLC (CRD# 147345) is a financial advisory firm headquartered in , . They manage $3,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.peakfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $175,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Peak Financial Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Roell, financial advisor Galena OH
Richard J. Roell
CRD#: 2147272
Galena, OH

Richard Roell (CRD# 2147272) is an Investment Advisor Representative working at Peak Financial Partners, LLC in Galena, OH and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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