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Current Employers
Peak Planning Group, Llc

5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-22
CO RA APPROVED 2026-07-21
MT RA APPROVED 2026-04-13
  • NC RA
    APPROVED
    Since 2026-07-22
  • CO RA
    APPROVED
    Since 2026-07-21
  • MT RA
    APPROVED
    Since 2026-04-13

Branch Locations

Fishtail, MT • United States

5975 South Quebec Street Suite 310, Centennial, CO 80111 • 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 Planning Group, Llc Fishtail MT 02/2026 Present
Fishtail Capital Fishtail MT 03/2021 Present
Powell Capital Gig Harbor WA 08/2017 03/2019
Deckr Llc Fishtail MT 03/2011 08/2017
Unemployed N/A XX 04/2019 02/2021
  • 02/2026 → Present
    Fishtail, MT
  • 03/2021 → Present
    Fishtail Capital
    Fishtail, MT
  • 08/2017 → 03/2019
    Powell Capital
    Gig Harbor, WA
  • 03/2011 → 08/2017
    Deckr Llc
    Fishtail, MT
  • 04/2019 → 02/2021
    Unemployed
    N/A, XX
Other Businesses

1) Fishtail Capital; Not investment-related; Fishtail, MT. 59028; Business Consulting; Chief Executive Officer; 3/15/2021; 20 hours per month: 0 during trading hours; Handle all of the consulting operations, and oversee the ag/timber/real estate rental/leasing operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-13
  • S65 Uniform Investment Adviser Law Examination
    2026-04-13

View on SEC IAPD

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