Peak Investment Solutions, LLC

Peak Investment Solutions, LLC (CRD# 134846) is a financial advisory firm headquartered in Roseville, CA. They manage $66,040,498 in 149 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1508 Eureka Road, Suite 180, Roseville, CA 95661
http://www.peakis.net
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $443,225
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
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Peak Investment Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Theril Lund, financial advisor Phoenix AZ
Theril H. Lund
CRD#: 4936468
517 Mountain Sage Drive, Phoenix, AZ 85048

Theril Lund (CRD# 4936468) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.

2
Kenneth Pope, financial advisor Roseville CA
Kenneth E. Pope
CRD#: 4936470
1508 Eureka Road, Suite 180, Roseville, CA 95661

Kenneth Pope (CRD# 4936470) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Roseville, CA and has over 24 years of experience in the finance industry.

3
Michael Tidwell, financial advisor Roseville CA
Michael E. Tidwell
CRD#: 6879026
1508 Eureka Road, Suite 180, Roseville, CA 95661

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.

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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