Louis Patierno
Louis Patierno is a CFP, ChFC-designated registered investment advisor at Peak Planning Group, LLC, based in Centennial, CO, with 34 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 717 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Planning Group manages investments for a fee based on a percentage of the value of your portfolio. The exact fee is agreed upon in your investment advisory agreement and can vary based on the size and complexity of your account. The fee is calculated quarterly in advance based on the value of your portfolio. Employees and their family members may receive a reduced fee. Fees may be negotiable.
Location
5975 South Quebec Street, Suite 310, Centennial, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louis is an insurance agent/salesperson at AttorneyTerm.com since 2011, dedicating about half his time, with some hours during trading. He is also an agent for non-variable insurance through Peak Planning Group LLC and owns PPG Homes, LLC, a rental real estate business, each taking minimal time.
Employment History
Current Registrations
Peak Planning Group, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Niagara International Capital LimitedBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
James Wheeler & CO. Investments, INC.Broker
James Wheeler & CO. Investments, INC.Broker
Jefferson Pilot Securities CorporationBroker
Sun Investment Services CompanyBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.