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 3 states (or territories).

Current Firm Details
88 West Center Street, Logan, UT 84321
https://facebook.com/peak.investment.coaching.llc
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

ID, UT, WY

Financial Advisors at Peak Investment Coaching, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Shapiro, financial advisor Logan UT
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.

2
Shane Robbins, financial advisor Logan UT
Shane A. Robbins
CRD#: 7807519
88 West Center Street, Logan, UT 84321

Shane Robbins (CRD# 7807519) is an Investment Advisor Representative working at Peak Investment Coaching, LLC in Logan, UT and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals