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Kevin Michael Obrien

PEAK FINANCIAL SERVICES, INC.·NORTHBOROUGH, Massachusetts
Unclaimed Profile
290 W. MAIN STREET, NORTHBOROUGH, MA 01532CRD# 1866397Firm CRD# 282186
01

About

Kevin Michael Obrien is a registered financial advisor based in NORTHBOROUGH, Massachusetts, affiliated with PEAK FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PEAK FINANCIAL SERVICES, INC.
PEAK FINANCIAL SERVICES, INC.
AUM
$151M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PEAK FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1866397
Firm CRD# 282186
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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