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David K Shackelford

Lone Peak Advisers

Draper, UT

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Current Employers
Lone Peak Advisers

11650 South State Street Suite 200, Draper, UT 84020-7150 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-23
  • UT RA
    APPROVED
    Since 2025-06-23

Branch Locations

11650 South State Street Suite 200, Draper, UT 84020-7150 • 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
Taranaki International Dubai 05/2014 03/2019
Cedar Creek Capital Salt Lake City UT 03/2019 02/2020
Mountain Alliance Distribution Salt Lake City UT 02/2020 06/2021
American United Life Cottonwood Heights UT 08/2021 09/2024
Oneamerica Securities Cottonwood Heights UT 04/2022 09/2024
One Financial Network Midvale UT 06/2021 07/2021
Harvest Moon Events Lehi UT 11/2021 Present
Transitional Brokers, Llc Draper UT 09/2024 Present
Lone Peak Advisers, Llc Draper UT 05/2025 Present
  • 05/2014 → 03/2019
    Taranaki International
    Dubai
  • 03/2019 → 02/2020
    Cedar Creek Capital
    Salt Lake City, UT
  • 02/2020 → 06/2021
    Mountain Alliance Distribution
    Salt Lake City, UT
  • 08/2021 → 09/2024
    American United Life
    Cottonwood Heights, UT
  • 04/2022 → 09/2024
    Oneamerica Securities
    Cottonwood Heights, UT
  • 06/2021 → 07/2021
    One Financial Network
    Midvale, UT
  • 11/2021 → Present
    Harvest Moon Events
    Lehi, UT
  • 09/2024 → Present
    Transitional Brokers, Llc
    Draper, UT
  • 05/2025 → Present
    Lone Peak Advisers, Llc
    Draper, UT
Other Businesses

DK Financial Network, Investment Related, 11650 South State Street, Suite 200 Draper UT 84020-7150, Position: President, 40 hours per month, duties are general financial consulting. Fixed Insurance; Advisor; Is the business investment related: No; 11650 South State Street Draper Ut 84020 USA; Fixed insurance and Health Insurance; Help implement fixed or health insurance plans; 2001-01-01;Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Shackelford Interiors LLC. Interior Design advisement company with family. 459 E. Acoma Rd. Midvale, UT 84047 Charge a single payment fee for design of a house or room depending on size, $250 - $2000: HOA Wealth Advisors DBA of DK Financial Network, 11650 South State Street, Suite 200 Draper UT 84020-7150 director, investment related, 5/30/2025, 40 hours, financial planning for HOAs. Clear Stride Solutions; Owner; 1hour; non investment related, 11650 South State Street, Suite 200 Draper UT 84020-7150, provides independent 3rd party fiduciary and authorized signer services for non profit organization;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-17
S63 Uniform Securities Agent State Law Examination 2023-03-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-17
  • S63 Uniform Securities Agent State Law Examination
    2023-03-23
Other Names
  • David Kelroy Shackelford

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