Adam Peak is a CFP-designated registered investment advisor, based in Brighton, MI, with 19 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Brighton, MI
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Regulatory History (1)
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Customer Dispute
August 2015Settled
Employment History
Current Registrations
Sigma Financial CorporationBroker
June 2025 - Present · 1 yr 4 mos
Spc
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Foguth Wealth Management, LLC.
November 2024 - June 2025 · 7 mos
Spc
January 2015 - November 2024 · 9 yrs 10 mos
Sigma Financial CorporationBroker
December 2014 - November 2024 · 9 yrs 11 mos
Kalos Capital, INC.Broker
November 2012 - December 2014 · 2 yrs 1 mo
Investacorp, INC.Broker
October 2008 - November 2012 · 4 yrs 1 mo
Sigma Financial CorporationBroker
August 2007 - October 2008 · 1 yr 2 mos
State Registrations5 states
FLKYMISCTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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