Peak Planning Group, LLC

CRD 289891 · Centennial, CO · $710.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 289891
SEC number: 801-111771
Firm type: RIA
Assets under management: $710.0M as of May 26, 2026
Website: www.peakplan.com ↗
Phone: 303-991-0056
Address: 5975 South Quebec Street, Centennial, CO, 80111

Advisors at this firm

8 in our index · page 1 of 1

Allison De GraafCRD 8231827 · Asheville, NC

IA Registered
David Lee HallCRD 3029826 · Hilo, HI

IA RegisteredRegistration inactive
Adam Ryan OatesCRD 7191988 · Raleigh, NC

IA RegisteredRegistration inactive
Louis Peter PatiernoCRD 2142525 · Centennial, CO

IA RegisteredRegistration inactive
Susanna Langley RobinsonCRD 4289290 · Raleigh, NC

IA RegisteredRegistration inactive
Jessica Marie ScottCRD 7521361 · Raleigh, NC

IA RegisteredRegistration inactive
David Duane WrenchCRD 5564614 · Fishtail, MT

IA Registered
Spencer WynantCRD 5745915 · Asheville, NC

IA RegisteredRegistration inactive

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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