Unclaimed Profile

Terrance William Hefty

PEAK ASSET MANAGEMENT, LLC·LOUISVILLE, Colorado

Series 65Clean record27 years registeredPEAK ASSET MANAGEMENT, LLC

1371 E. HECLA DRIVE, LOUISVILLE, CO 80027CRD# 2766094Firm CRD# 106944

Profile Verification

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

Identity

Terrance William Hefty · LOUISVILLE, CO

Registration

CRD #2766094 · PEAK ASSET MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PEAK ASSET MANAGEMENT, LLC

PEAK ASSET MANAGEMENT, LLC

Jan 1999 – Dec 2024

LOUISVILLE, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEAK ASSET MANAGEMENT, LLC

CRD 106944 · SEC 801-52118

AUM

$825M

Regulatory assets under management

Employees

1,025 client accounts

Services offered by PEAK ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEAK ASSET MANAGEMENT, LLC →

Introduction

Speak with Terrance

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Terrance is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Colorado or claim this profile if it's yours.

Browse LOUISVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Terrance William Hefty offer?

Terrance William Hefty specializes in Financial Planning, Investment Management.

What are Terrance William Hefty's credentials?

Terrance William Hefty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terrance William Hefty located?

Terrance William Hefty is based in LOUISVILLE, Colorado, last registered with PEAK ASSET MANAGEMENT, LLC.

How does Terrance William Hefty charge for services?

Terrance William Hefty's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEAK ASSET MANAGEMENT, LLC?

PEAK ASSET MANAGEMENT, LLC has approximately 16 employees and manages $825M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →