Unclaimed Profile

Brett Allen Munson

LONE PEAK ADVISERS, LLC·DRAPER, Utah

Clean recordLONE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brett Allen Munson is a registered financial advisor based in DRAPER, Utah, affiliated with LONE PEAK ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Brett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brett is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LONE PEAK ADVISERS, LLC

LONE PEAK ADVISERS

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LONE PEAK ADVISERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2348905

Firm CRD# 296772

View on FINRA BrokerCheck →

Looking for a financial advisor in DRAPER?

Browse all registered financial advisors in DRAPER, Utah or claim this profile if it's yours.

Browse DRAPER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brett Allen Munson offer?

Brett Allen Munson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DRAPER, Utah for a consultation.

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, working with LONE PEAK ADVISERS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →