Peak Investment Solutions, LLC

Peak Investment Solutions, LLC (CRD# 134846) is a financial advisory firm headquartered in Roseville, CA. They manage $75,739,458 in 251 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $301,751
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 - 2 of 2 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 16 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 16 years of experience in the finance industry.

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