Peak American Investment Advisors, Inc.

CRD 145056 · Plano, TX · $149.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145056
SEC number: 801-133891
Firm type: RIA
Assets under management: $149.0M as of Jun 23, 2026
Website: www.peakamericanfinancial.com ↗
Phone: 972-212-9292
Address: 2400 Dallas Parkway, Plano, TX, 75093

Advisors at this firm

10 in our index · page 1 of 1

James Clifford BassettCRD 6445839 · Grand Prairie, TX

IA Registered
Robert Douglas BlairCRD 2806294 · Plano, TX

IA RegisteredRegistration inactive
John Douglas CongdonCRD 7282860 · Plano, TX

IA Registered
Lori Anne DunnCRD 7062383 · Plano, TX

IA Registered
Austin Lyndon GarronCRD 6590087 · Plano, TX

IA RegisteredRegistration inactive
John Stephen GacesaCRD 7371048 · Kutztown, PA

IA Registered
Matthew Wade McintyreCRD 5414253 · Plano, TX

IA Registered
Scott Matthew SchwitzerCRD 5654423 · Plano, TX

IA RegisteredRegistration inactive
Luke Gordon SchlenkerCRD 7892603 · Plano, TX

IA Registered
Robert Scott WilliamsCRD 7272897 · Plano, TX

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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