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Cassidy Steck

Peak Asset Management, LLC

Louisville, CO

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Current Employers
Peak Asset Management, Llc

1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-20
  • CO RA
    APPROVED
    Since 2025-08-20

Branch Locations

1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Inc Minneapolis MN 01/2018 01/2019
The James Madison WI 07/2017 12/2017
Merrill Lynch Madison WI 05/2016 06/2017
City Of Boulder Public Works Boulder CO 02/2019 03/2019
Morgan Stanley Boulder CO 04/2018 09/2020
Rockefeller Financial Llc Dallas TX 09/2020 07/2022
Higgins & Schmidt Wealth Strategies, Llc Denver CO 08/2022 03/2023
University Of Wisconsin Madison WI 01/2012 12/2017
Lpl Financial Llc Denver CO 09/2022 03/2023
Crestone Asset Management, Llc Boulder CO 06/2023 03/2024
Pathstone Boulder CO 04/2024 03/2025
Britehorn Securities Denver CO 03/2025 08/2025
Peak Asset Management Louisville CO 08/2025 Present
  • 01/2018 → 01/2019
    Ameriprise Financial Services Inc
    Minneapolis, MN
  • 07/2017 → 12/2017
    The James
    Madison, WI
  • 05/2016 → 06/2017
    Merrill Lynch
    Madison, WI
  • 02/2019 → 03/2019
    City Of Boulder Public Works
    Boulder, CO
  • 04/2018 → 09/2020
    Morgan Stanley
    Boulder, CO
  • 09/2020 → 07/2022
    Rockefeller Financial Llc
    Dallas, TX
  • 08/2022 → 03/2023
    Higgins & Schmidt Wealth Strategies, Llc
    Denver, CO
  • 01/2012 → 12/2017
    University Of Wisconsin
    Madison, WI
  • 09/2022 → 03/2023
    Lpl Financial Llc
    Denver, CO
  • 06/2023 → 03/2024
    Crestone Asset Management, Llc
    Boulder, CO
  • 04/2024 → 03/2025
    Pathstone
    Boulder, CO
  • 03/2025 → 08/2025
    Britehorn Securities
    Denver, CO
  • 08/2025 → Present
    Peak Asset Management
    Louisville, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-21
  • S66 Uniform Combined State Law Examination
    2021-06-21
Other Names
  • Cassidy D Steck

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LOUISVILLE, CO
GAINLINE FINANCIAL PARTNERS, LLC · LOUISVILLE, CO
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SIMMONS INVESTMENT MANAGEMENT LLC · LOUISVILLE, CO
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