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Kevin Michael Obrien

PEAK FINANCIAL SERVICES, INC.·NORTHBOROUGH, Massachusetts
SIE, Series 7, Series 24, Series 31, Series 63CFP25 years registeredPEAK FINANCIAL SERVICES, INC.
290 W. MAIN STREET, NORTHBOROUGH, MA 01532CRD# 1866397Firm CRD# 282186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Michael Obrien · NORTHBOROUGH, MA
Registration
CRD #1866397 · PEAK FINANCIAL SERVICES, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jul 2024 – present
PEAK FINANCIAL SERVICES, INC.
Feb 2016 – Oct 2024
NORTHBOROUGH, MA
PEAK FINANCIAL SERVICES, INC.
Mar 2005 – Oct 2010
NORTHBORO, MA
COMMONWEALTH FINANCIAL NETWORK
Jan 2001 – Apr 2016
NORTHBORO, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Registration record
First registered · January 4, 2001
Years registered · 25
Professional designation · CFP
03

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PEAK FINANCIAL SERVICES, INC.
CRD 282186 · SEC 801-120945
AUM
$151M
Regulatory assets under management
Employees
2
520 client accounts
Services offered by PEAK FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PEAK FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Kevin Michael Obrien offer?
Kevin Michael Obrien specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHBOROUGH, Massachusetts for a consultation.
What are Kevin Michael Obrien's credentials?
Kevin Michael Obrien holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin Michael Obrien located?
Kevin Michael Obrien is based in NORTHBOROUGH, Massachusetts, working with PEAK FINANCIAL SERVICES, INC.. Their office serves clients in the NORTHBOROUGH metropolitan area and surrounding communities.
How does Kevin Michael Obrien charge for services?
Kevin Michael Obrien'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 PEAK FINANCIAL SERVICES, INC.?
PEAK FINANCIAL SERVICES, INC. has approximately 2 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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