CM
CM

Christopher Martenson

10 Years of Experience
Chester, MA

Christopher Martenson is a registered investment advisor at Peak Financial Investing, LLC, based in Chester, MA, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Chester, MA

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Christopher is the CEO and sole owner of Peak Prosperity LLC, an internet-based newsletter and resilience community, dedicating about 10-20% of his time. He is also the CEO of CM & CO, LLC, a commercial cleaning service, spending a few hours per week on this activity.

Employment History
Current Registrations
Peak Financial Investing, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Greylock Peak Investments, LLC
June 2013 - December 2020 · 7 yrs 6 mos
State Registrations1 state
MA
Advisor

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.
Christopher Martenson - Financial Advisor | TrueAdvisor