Best Investors
Account
Sign in
Best Investors
Account
Sign in
Peak Financial Planning CRD 317288
$93.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-03 |
| CA | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 05/2023 | 12/2025 |
| Weaver | Austin | TX | 01/2023 | 03/2023 |
| Myers And Stauffer Lc | Austin | TX | 05/2022 | 11/2022 |
| Caterpillar | Seguin | TX | 05/2021 | 04/2022 |
| University Of Texas At Austin | Austin | TX | 08/2019 | 05/2023 |
| University Of Texas At Austin | Austin | TX | 08/2020 | 05/2021 |
| United Supermarket | Austin | TX | 04/2020 | 08/2020 |
| Waffle House | Lewisville | TX | 11/2016 | 01/2020 |
| Lewisville Independent School District | Flower Mound | TX | 08/2005 | 05/2019 |
| Peak Financial Planning | Austin | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
Reach out to this advisor