Robin Jean Robertson

Employer firm

Pacific Peak Advisors, LLC CRD 326711

$224M 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

• 09/2002 → Present
  The Leaders Group, Inc.
  Littleton, CO
• 01/2004 → Present
  Tlg Advisors
  Littleton, CO
• 01/2016 → 12/2016
  Trumark Financial
  Pleasanton, CA
• 01/2015 → Present
  Pacific Peak Advisors, Llc
  Ketchum, ID

Previous Registrations

• 2004-01-06 → 2023-11-08
  Tlg Advisors, Inc.
  Newport Beach, CA
  Irvine, CA
  Newport Beach, CA
  Summit, NJ
  Sun Valley, ID
  Aliso Viejo, CA
  Ketchum, ID
• 2002-04-18 → 2002-10-04
  Securian Financial Services, Inc.
  Newport Beach, CA

Other Businesses

1.) RJR Insurance And Financial Services, LLC - 1/1/2006 - 120 2nd Ave N Suite 108 Ketchum ID 83340 - Owner/President, life & health insurance sales, insurance agency, Investment Rel, 10 hrs/mo; 0 hrs/mo (during trading hours). 2.) PACIFIC PEAK ADVISORS - 1/1/2015 - 120 2nd ave. Suite 108 Ketchum Idaho 83343 - Investment advisor representative/principal/ compliance, investment advisory, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC. - 1/2/2004 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-09-14

Other Names

• Robin Jones Robertson
• Robin Jean Kovich
• Robin Jones
• Robin Jones Kovich
• Robin Jean Kovich
• Jones Robin Jean Kovich
• Robin Jean Jones
• Robin Jones Kovich Robertson