Unclaimed Profile

Brett Allen Munson

LONE PEAK ADVISERS, LLC·DRAPER, Utah

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 99TOClean record9 years registeredLONE PEAK ADVISERS, LLC

11650 SOUTH STATE STREET, DRAPER, UT 84020CRD# 2348905Firm CRD# 296772

Profile Verification

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

Identity

Brett Allen Munson · DRAPER, UT

Registration

CRD #2348905 · LONE PEAK ADVISERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LONE PEAK ADVISERS, LLC

LPL ENTERPRISE, LLC

Nov 2024 – Jan 2026

Cottonwood Heights, UT

LONE PEAK ADVISERS

Apr 2023 – Aug 2023

DRAPER, UT

LONE PEAK ADVISERS

May 2020 – Dec 2022

DRAPER, UT

MORGAN STANLEY

Aug 2016 – Nov 2018

SOUTH JORDAN, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · August 29, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONE PEAK ADVISERS, LLC

CRD 296772 · SEC 801-127627

AUM

$115M

Regulatory assets under management

Employees

548 client accounts

Services offered by LONE PEAK ADVISERS, 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 LONE PEAK ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brett Allen Munson offer?

Brett Allen Munson specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Brett Allen Munson's credentials?

Brett Allen Munson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Allen Munson located?

Brett Allen Munson is based in DRAPER, Utah, last registered with LONE PEAK ADVISERS, LLC.

How does Brett Allen Munson charge for services?

Brett Allen Munson'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 LONE PEAK ADVISERS, LLC?

LONE PEAK ADVISERS, LLC has approximately 10 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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