Unclaimed Profile

Travis John Hudak

LONE PEAK ADVISERS, LLC·DRAPER, Utah

SIE, Series 7, Series 24, Series 63, Series 6526 years registeredLONE PEAK ADVISERS, LLC

11650 SOUTH STATE STREET, DRAPER, UT 84020-7150CRD# 3128251Firm CRD# 296772

Profile Verification

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

Identity

Travis John Hudak · DRAPER, UT

Registration

CRD #3128251 · LONE PEAK ADVISERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

PREMIER INVESTMENT MANAGEMENT, LLC

Mar 2022 – present

LONE PEAK ADVISERS

Dec 2018 – Nov 2021

DRAPER, UT

LONE PEAK CAPITAL MANAGEMENT, LLC

Jan 2017 – Mar 2021

DRAPER, UT

LEGACY PLANNING GROUP

Feb 2008 – Dec 2018

DRAPER, UT

INVESTMENT MANAGEMENT CORPORATION

Nov 2003 – Dec 2007

SALT LAKE CITY, UT

INVESTMENT MANAGEMENT CORPORATION

Oct 2003 – Oct 2003

SALT LAKE CITY, UT

EAGLE GATE SECURITIES,INC.

Aug 2002 – Nov 2003

SALT LAKE CITY, UT

UBS PAINEWEBBER INC.

Dec 1999 – Aug 2002

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 16, 1999

Years registered · 26

Disclosure History

2023Financial·Pending

2021Employment Separation After Allegations

2021Investigation

4 disclosure events on file · Verify on FINRA BrokerCheck →

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

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 Travis John Hudak offer?

Travis John Hudak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DRAPER, Utah for a consultation.

What are Travis John Hudak's credentials?

Travis John Hudak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Travis John Hudak located?

Travis John Hudak 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 Travis John Hudak charge for services?

Travis John Hudak'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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