Peak Investment Coaching, LLC

Peak Investment Coaching, LLC (CRD# 167757) is a financial advisory firm headquartered in Logan, UT. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.


Financial Advisors at Peak Investment Coaching, LLC
Showing 1 - 1 of 1 top financial advisors.
David M. Shapiro
CRD#: 4598744
88 West Center Street, Logan, UT 84321

David Morris Shapiro (CRD# 4598744) is an Investment Advisor Representative working at Peak Investment Coaching, LLC in Logan, UT and a satalite office in Kaysville, UT.


David has over 14 years of experience in the finance industry.  David has been selected by Dave Ramsey as a SmartVestor Pro and is dedicated to helping his clients achieve their long-term investing goals.  David believe that everyone deserves access to solid, professional investing guidance.  He has the heart of a teacher, not the attitude of a salesman.  He is someone you can feel comfortable talking to and  someone you can trust.  He will help you understand what you are investing in and why, and helps you stick to your long-term goals.

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