PEAK FINANCIAL ADVISORS, LLC
Legal name: PEAK FINANCIAL ADVISORS
CRD #115207 SEC #801-60554 DENVER, CO 303-316-2799
SEC Registered
Total AUM
$251.8M
Discretionary
$250.3M
Employees
4
Clients
101
Accounts
402
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FREEMAN, DEBBIE, JOYCLYN | I | PRINCIPAL, DIRECTOR OF TAX AND FINANCIAL PLANNING | NA | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PRINCIPAL, DIRECTOR OF TAX AND FINANCIAL PLANNING | NA | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PRINCIPAL, DIRECTOR OF TAX AND FINANCIAL PLANNING | NA | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PRINCIPAL, DIRECTOR OF TAX AND FINANCIAL PLANNING | NA | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PRINCIPAL, DIRECTOR OF TAX AND FINANCIAL PLANNING | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVERLEY, LORRAINE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | PRESIDENT/OWNER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| SELLS, BRIAN, TIMOTHY | I | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | B | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | A | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | A | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | A | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | A | Control |
| FREEMAN, DEBBIE, JOYCLYN | I | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | A | Control |
Registrations
Federal
IA
Jan 30, 2025 REGISTERED
Notice Filings (4)
CO NE NH TX
Address
155 SOUTH MADISON STREETSUITE 210
DENVER, CO 80209
United States
Phone: 303-316-2799