Quinlan Joseph Vandekoppel

Employer firm

Peak Capital Management, LLC CRD 141488

$165M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVICE ON ASSETS FOR WHICH NO FEE IS CHARGED

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

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

Current Employers

Employment History

• 01/2019 → 09/2021
  Peak Capital Management
  Greenwood Village, CO
• 05/2018 → 01/2019
  Peak Capital Management
  Greenwood Village, CO
• 05/2017 → 08/2017
  Legacy Bank
  Pueblo, CO
• 08/2016 → 05/2017
  Student
  Pueblo, CO
• 08/2017 → 05/2018
  Student
  Pueblo, CO
• 09/2021 → Present
  Peak Capital Management
  Greenwood Village, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-02

Other Names

• Quinlan Vandekoppel