Peak Financial Investing (PFI) is a registered investment advisor that acts as a solicitor, referring potential clients to other registered investment advisor firms. PFI does not provide investment advisory services, manage client accounts, or give investment advice. Currently, PFI refers clients to Kiker Wealth Management, LLC. Clients are not obligated to use the advisors to whom they are referred.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
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