Unclaimed Profile

Spencer Wynant

PEAK PLANNING GROUP, LLC·CENTENNIAL, Colorado

SIE, Series 7, Series 63, Series 65CFPClean record16 years registeredPEAK PLANNING GROUP, LLC

5975 SOUTH QUEBEC STREET, CENTENNIAL, CO 80111CRD# 5745915Firm CRD# 289891

Profile Verification

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

Identity

Spencer Wynant · CENTENNIAL, CO

Registration

CRD #5745915 · PEAK PLANNING GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

PEAK PLANNING GROUP, LLC

Dec 2017 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Aug 2016 – Oct 2017

ENGLEWOOD, CO

ASPEN WEALTH MANAGEMENT, INC.

May 2010 – Sep 2011

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 21, 2010

Years registered · 16

Professional designation · CFP

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 Spencer Wynant offer?

Spencer Wynant specializes in Financial Planning, Investment Management. Contact their office in CENTENNIAL, Colorado for a consultation.

What are Spencer Wynant's credentials?

Spencer Wynant holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Spencer Wynant located?

Spencer Wynant 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 Spencer Wynant charge for services?

Spencer Wynant'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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