Unclaimed Profile

Sean Michael Kovich

PACIFIC PEAK ADVISORS, LLC·KETCHUM, Idaho

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record16 years registeredPACIFIC PEAK ADVISORS, LLC

120 2ND AVENUE, KETCHUM, ID 83340CRD# 5307667Firm CRD# 326711

Profile Verification

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

Identity

Sean Michael Kovich · KETCHUM, ID

Registration

CRD #5307667 · PACIFIC PEAK ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

PACIFIC PEAK ADVISORS, LLC

Jun 2023 – present

THE LEADERS GROUP, INC.

Jan 2014 – present

TLG ADVISORS, INC.

Apr 2015 – Nov 2023

Ketchum, ID

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jan 2010 – Aug 2010

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 7, 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

PACIFIC PEAK ADVISORS, LLC

CRD 326711 · SEC 801-128225

AUM

$187M

Regulatory assets under management

Employees

241 client accounts

Services offered by PACIFIC PEAK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC PEAK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Michael Kovich offer?

Sean Michael Kovich specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KETCHUM, Idaho for a consultation.

What are Sean Michael Kovich's credentials?

Sean Michael Kovich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sean Michael Kovich located?

Sean Michael Kovich is based in KETCHUM, Idaho, working with PACIFIC PEAK ADVISORS, LLC. Their office serves clients in the KETCHUM metropolitan area and surrounding communities.

How does Sean Michael Kovich charge for services?

Sean Michael Kovich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC PEAK ADVISORS, LLC?

PACIFIC PEAK ADVISORS, LLC has approximately 2 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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