Peak Investment Solutions, LLC

Peak Investment Solutions, LLC (CRD# 134846) is a financial advisory firm headquartered in Roseville, CA. They manage $54,577,943 in 217 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $251,511
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

AZ, CA

Financial Advisors at Peak Investment Solutions, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Theril H. Lund
CRD#: 4936468
517 Mountain Sage Drive, Phoenix, AZ 85048
93
Wealthminder
score

Theril Lund (CRD# 4936468) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.

2
Kenneth E. Pope
CRD#: 4936470
1508 Eureka Road, Suite 180, Roseville, CA 95661
93
Wealthminder
score

Kenneth Pope (CRD# 4936470) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Roseville, CA and has over 18 years of experience in the finance industry.

3
Ivan J. Tidwell
CRD#: 6882098
1508 Eureka Road, Suite 180, Roseville, CA 95661
90
Wealthminder
score

Ivan Tidwell (CRD# 6882098) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Roseville, CA and has 1 year of experience in the finance industry. Ivan Tidwell 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.

4
Michael E. Tidwell
CRD#: 6879026
1508 Eureka Road, Suite 180, Roseville, CA 95661
75
Wealthminder
score

Michael Tidwell (CRD# 6879026) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Roseville, CA and has 1 year of experience in the finance industry.

5
Michael T. Wells
CRD#: 6882107
1508 Eureka Road, Suite 180, Roseville, CA 95661
75
Wealthminder
score

Michael Wells (CRD# 6882107) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Roseville, CA and has 1 year of experience in the finance industry.

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