Unclaimed Profile

Lisa Anne Mueller

PEAK INVESTMENT ADVISORS, INC.·COLORADO SPRINGS, Colorado

PEAK INVESTMENT ADVISORS, INC.

5825 DELMONICO DRIVE, COLORADO SPRINGS, CO 80919CRD# 7936878Firm CRD# 113967

Profile Verification

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

Identity

Lisa Anne Mueller · COLORADO SPRINGS, CO

Registration

CRD #7936878 · PEAK INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Lisa Anne Mueller is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with PEAK INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

PEAK INVESTMENT ADVISORS, INC.

AUM

$130M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PEAK INVESTMENT ADVISORS, INC. →

Services

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7936878

Firm CRD# 113967

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Anne Mueller offer?

Lisa Anne Mueller specializes in Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Lisa Anne Mueller's credentials?

Lisa Anne Mueller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Anne Mueller located?

Lisa Anne Mueller is based in COLORADO SPRINGS, Colorado, working with PEAK INVESTMENT ADVISORS, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Lisa Anne Mueller charge for services?

Lisa Anne Mueller's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEAK INVESTMENT ADVISORS, INC.?

PEAK INVESTMENT ADVISORS, INC. has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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