Unclaimed Profile

Louis Peter Patierno

PEAK PLANNING GROUP, LLC·CENTENNIAL, Colorado

SIE, Series 6, Series 7, Series 24, Series 51, Series 63CFP ChFCClean record24 years registeredPEAK PLANNING GROUP, LLC

5975 SOUTH QUEBEC STREET, CENTENNIAL, CO 80111CRD# 2142525Firm CRD# 289891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Louis Peter Patierno · CENTENNIAL, CO

Registration

CRD #2142525 · PEAK PLANNING GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PEAK PLANNING GROUP, LLC

Dec 2017 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2017

GREENWOOD VILLAGE, CA

RAYMOND JAMES FINANCIAL SERVICES

Nov 2001 – Jan 2009

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · November 16, 2001

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEAK PLANNING GROUP, LLC

CRD 289891 · SEC 801-111771

AUM

$272M

Regulatory assets under management

Employees

1,107 client accounts

Services offered by PEAK PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEAK PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Louis Peter Patierno offer?

Louis Peter Patierno specializes in Financial Planning, Investment Management. Contact their office in CENTENNIAL, Colorado for a consultation.

What are Louis Peter Patierno's credentials?

Louis Peter Patierno holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Louis Peter Patierno located?

Louis Peter Patierno is based in CENTENNIAL, Colorado, working with PEAK PLANNING GROUP, LLC. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.

How does Louis Peter Patierno charge for services?

Louis Peter Patierno's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEAK PLANNING GROUP, LLC?

PEAK PLANNING GROUP, LLC has approximately 6 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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