Steven Gaylen Schnobrich

Employer firm

Peak Wealth Management LLC CRD 281036

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2020 → Present
  Peak Wealth Management, Llc
  Bedford, NH
• 04/2018 → Present
  Bogey Bag, Llc
  Stratham, NH
• 04/2018 → 05/2020
  The Atkins Investment Group
  Durham, NH
• 05/2020 → 06/2021
  The Atkins Investment Group
  Durham, NH
• 09/2015 → 04/2019
  Golf Club Of New England
  Stratham, NH
• 12/2015 → 12/2018
  Stratham Recreational Department
  Stratham, NH
• 01/2010 → 05/2021
  Student
  Stratham, NH

Other Businesses

Bogey Bag, LLC; President; 04/2018; non-investment related; ? Creating a novelty golf product that allows players to take their anger out in a fun and healthy way while golfing ? Research and identify suppliers for raw materials for a premium product ? Coordinate logistics and manufacturing timelines in both China and the United States ? Formed an advisory board to serve as a resource and periodically communicate progress ? Work with manufacturers on supply chain management and product build methods

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-08