Unclaimed Profile

Jeffrey Keith Presley

MOUNTAIN PEAK WEALTH ADVISORS, LLC·FORT WAYNE, Indiana

Series 6, Series 63Clean record27 years registeredMOUNTAIN PEAK WEALTH ADVISORS, LLC

6343 CONSTITUTION DRIVE, FORT WAYNE, IN 46804CRD# 2125227Firm CRD# 285251

Profile Verification

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

Identity

Jeffrey Keith Presley · FORT WAYNE, IN

Registration

CRD #2125227 · MOUNTAIN PEAK WEALTH ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

FARTHER

May 2026 – present

MOUNTAIN PEAK WEALTH ADVISORS, LLC

Oct 2016 – present

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

May 2012 – Dec 2016

FORT WAYNE, IN

MCDONALD PRESLEY CAPITAL MANAGEMENT, INC.

Mar 2003 – Jul 2012

FORT WAYNE, IN

LINCOLN FINANCIAL ADVISORS CORPORATION

Dec 1998 – Mar 2003

FT WAYNE, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · December 1, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOUNTAIN PEAK WEALTH ADVISORS, LLC

CRD 285251 · SEC 801-108534

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by MOUNTAIN PEAK WEALTH 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 MOUNTAIN PEAK WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Keith Presley offer?

Jeffrey Keith Presley specializes in Financial Planning, Investment Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Jeffrey Keith Presley's credentials?

Jeffrey Keith Presley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Keith Presley located?

Jeffrey Keith Presley is based in FORT WAYNE, Indiana, working with MOUNTAIN PEAK WEALTH ADVISORS, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Jeffrey Keith Presley charge for services?

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

How large is MOUNTAIN PEAK WEALTH ADVISORS, LLC?

MOUNTAIN PEAK WEALTH ADVISORS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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