Peak Planning Group, LLC

Peak Planning Group, LLC (CRD# 289891) is a financial advisory firm headquartered in Centennial, CO. They manage $272,196,442 in 1,107 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
5975 South Quebec Street, Suite 310, Centennial, CO 80111
http://www.peakplan.com/
By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    1,107
    ACCOUNTS
  • Average Account Value
    $245,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, HI, NC, NY, OR, TX, WA

Financial Advisors at Peak Planning Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Hall, financial advisor Hilo HI
David L. Hall
CRD#: 3029826
1036 Kilauea Ave, Hilo, HI 96720

David Hall (CRD# 3029826) is an Investment Advisor Representative working at Peak Planning Group, LLC in Hilo, HI and has over 26 years of experience in the finance industry.

2
Louis Patierno, financial advisor Centennial CO
Louis P. Patierno
CRD#: 2142525
5975 South Quebec Street, Suite 310, Centennial, CO 80111

Louis Patierno (CRD# 2142525) is an Investment Advisor Representative working at Peak Planning Group, LLC in Centennial, CO and has over 32 years of experience in the finance industry.

3
Spencer Wynant, financial advisor Centennial CO
Spencer Wynant
CRD#: 5745915
5975 South Quebec Street, Suite 310, Centennial, CO 80111

Spencer Wynant (CRD# 5745915) is an Investment Advisor Representative working at Peak Planning Group, LLC in Centennial, CO and has over 13 years 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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