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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2017-07-13 |
Branch Locations
300 N Forest Dr Suite 200, Casper, WY 82609 • United States
Burns, WY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaiser And Company | Casper | WY | 04/2011 | Present |
| Geneos Wealth Management Inc. | Casper | WY | 04/2013 | Present |
| Peak Asset Managers Llc | Casper | WY | 04/2011 | Present |
1) DBA: WILL WORK UNDER PEAK ASSET MANAGERS LLC BUSINESS LOCATED AT BRANCH LOCATION. 2) CO-TRUSTEE FOR FAMILY TRUST. 3) FIGHT WYOMING FIGHT PAC-CHAIRMAN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
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