Matthew Wade Mcintyre

Employer firm

Peak American Investment Advisors, Inc. CRD 145056

$149M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 12/2016
  Mcintyre Consulting
  Plano, TX
• 09/2016 → 09/2017
  J.D. Mellberg Financial, Llc
  Tucson, AZ
• 09/2017 → 09/2018
  Secure Legacy Financial Group, Llc
  Plano, TX
• 11/2017 → 09/2018
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2016 → 09/2017
  Secure Investment Management, Llc
  Frisco, TX
• 09/2018 → Present
  Peak American Investment Advisors, Inc.
  Plano, TX
• 09/2018 → Present
  Peak American Financial Group, Inc.
  Plano, TX
• 09/2018 → Present
  Peak American Financial Companies, Inc.
  Plano, TX

Previous Registrations

• 2017-11-21 → 2018-03-12
  Ae Wealth Management, Llc
  Plano, TX
• 2016-09-28 → 2017-09-27
  Secure Investment Management, Llc
  Frisco, TX
  Tucson, AZ

Other Businesses

1. PEAK AMERICAN FINANCIAL GROUP, INC.; INVESTMENT-RELATED; 2800 NORTH DALLAS PARKWAY, #360, PLANO, TX 75093; INSURANCE SALES; PRESIDENT/CEO; START DATE 9/2018. 2. PEAK AMERICAN FINANCIAL COMPANIES, INC.; NOT INVESTMENT-RELATED; 2800 NORTH DALLAS PARKWAY, #360, PLANO, TX 75093; PRESIDENT/CEO, SHAREHOLDER, TRUSTEE FOR 401(K) PLAN; START DATE 09/2018. 3. CASHIN, LLC AND SECURE LEGACY, LLC; NOT INVESTMENT-RELATED; INACTIVE ENTITIES; MEMBER; PLANO, TX 75093.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-16

Other Names

• Matthew W Mcintyre