Peak American Investment Advisors, Inc.

Peak American Investment Advisors, Inc. (CRD# 145056) is a financial advisory firm headquartered in Plano, TX. They manage $25,501,376 in 279 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2800 North Dallas Parkway, #360, Plano, TX 75093
https://www.peakamericanfinancial.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $91,403
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
  • 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.

CA, PA, TX

Financial Advisors at Peak American Investment Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
John Andruska, financial advisor Plano TX
John M. Andruska
CRD#: 860632
2800 North Dallas Parkway, #360, Plano, TX 75093

John Andruska (CRD# 860632) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 16 years of experience in the finance industry.

2
James Bassett, financial advisor Grand Prairie TX
James C. Bassett
CRD#: 6445839
Grand Prairie, TX

James Bassett (CRD# 6445839) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Grand Prairie, TX and has over 9 years of experience in the finance industry.

3
Matthew McIntyre, financial advisor Plano TX
Matthew W. McIntyre
CRD#: 5414253
2800 North Dallas Parkway, #360, Plano, TX 75093

Matthew McIntyre (CRD# 5414253) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 7 years of experience in the finance industry.

4
John Congdon, financial advisor Plano TX
John D. Congdon
CRD#: 7282860
2800 North Dallas Parkway, #360, Plano, TX 75093

John Congdon (CRD# 7282860) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 3 years of experience in the finance industry.

5
Lori Dunn, financial advisor Plano TX
Lori A. Dunn
CRD#: 7062383
2800 North Dallas Parkway, #360, Plano, TX 75093

Lori Dunn (CRD# 7062383) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 4 years of experience in the finance industry.

6
John Gacesa, financial advisor Plano TX
John S. Gacesa
CRD#: 7371048
2800 North Dallas Parkway, #360, Plano, TX 75093

John Gacesa (CRD# 7371048) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 2 years of experience in the finance industry.

7
Matthew Hepburn, financial advisor Plano TX
Matthew C. Hepburn
CRD#: 7153118
2800 North Dallas Parkway, #360, Plano, TX 75093

Matthew Hepburn (CRD# 7153118) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 4 years of experience in the finance industry.

8
Braiden Simpson, financial advisor Plano TX
Braiden Simpson
CRD#: 7607493
2800 North Dallas Parkway, #360, Plano, TX 75093

Braiden Simpson (CRD# 7607493) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has 1 year of experience in the finance industry.

9
Robert Williams, financial advisor Plano TX
Robert S. Williams
CRD#: 7272897
2800 North Dallas Parkway, #360, Plano, TX 75093

Robert Williams (CRD# 7272897) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 3 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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