PEAK FINANCIAL ADVISORS, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 115207). Regulatory assets under management: $268.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Brian Timothy Sells | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| Lorraine Elizabeth Haverley | CHIEF COMPLIANCE OFFICER | — |
| Debbie Joyclyn Freeman | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | — |
| HAVERLEY LORRAINE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| SELLS BRIAN | PRESIDENT/OWNER | — |
| SELLS BRIAN TIMOTHY | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER; PRESIDENT/OWNER | — |
| FREEMAN DEBBIE JOYCLYN | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING; PRINCIPAL, DIRECTOR OF TAX AND FINANCIAL PLANNING | — |