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Inactive

Preston Gee

Peak Wealth Management, LLC

Plymouth, MI

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Current Employers
Peak Wealth Management, Llc

41011 Ann Arbor Road, Plymouth, MI 48170 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-05-20
  • MI RA
    APPROVED
    Since 2021-05-20

Branch Locations

41011 Ann Arbor Road, Plymouth, MI 48170 • 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
Peak Wealth Management, Llc Plymouth MI 05/2021 Present
Peak Wealth Management, Llc Plymouth MI 05/2020 08/2020
Central Michigan University Mt. Pleasant MI 08/2017 05/2021
Jets Pizza Keego Harbor MI 06/2017 07/2017
Mjr Cinema Waterford MI 11/2015 05/2017
School West Bloomfield MI 05/2011 06/2017
  • 05/2021 → Present
    Peak Wealth Management, Llc
    Plymouth, MI
  • 05/2020 → 08/2020
    Peak Wealth Management, Llc
    Plymouth, MI
  • 08/2017 → 05/2021
    Central Michigan University
    Mt. Pleasant, MI
  • 06/2017 → 07/2017
    Jets Pizza
    Keego Harbor, MI
  • 11/2015 → 05/2017
    Mjr Cinema
    Waterford, MI
  • 05/2011 → 06/2017
    School
    West Bloomfield, MI
Other Businesses

NPG PROPERTY, LLC; NON-INVESTMENT; RENTAL PROPERTY; MANAGING MEMBER; 1 HR/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-03
  • S65 Uniform Investment Adviser Law Examination
    2021-05-03

View on SEC IAPD

Other Firms

OPPENHEIMER & CO. INC.
FOGUTH WEALTH MANAGEMENT, LLC.
LPL FINANCIAL LLC
SCHWARTZ INVESTMENT COUNSEL INC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PINNACLE WEALTH MANAGEMENT GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

PETER PETROPOULOS
WILLIAM ALEXANDER WILLIAMS
HEATHER MARIE OTT
LAURA MICHELLE TREANOR
ANTHONY CHARLES RUDA
Kellan Jackson Landefeld
JAMES D POTTER
JASON Andrew NEWEL

Other Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI
SCHWARTZ INVESTMENT COUNSEL INC · PLYMOUTH, MI
EDWARD JONES · PLYMOUTH, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PLYMOUTH, MI
PINNACLE WEALTH MANAGEMENT GROUP, INC. · PLYMOUTH, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PLYMOUTH, MI

More in Plymouth, MI

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