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Shane Allen Robbins

Peak Investment Coaching, LLC

Logan, UT

CRD 7807519

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Employer firm

Peak Investment Coaching, LLC CRD 167757

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Peak Investment Coaching, Llc

88 West Center Street, Logan, UT 84321 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-07-13
ID RA APPROVED 2026-07-10
UT RA APPROVED 2023-09-13
  • WY RA
    APPROVED
    Since 2026-07-13
  • ID RA
    APPROVED
    Since 2026-07-10
  • UT RA
    APPROVED
    Since 2023-09-13

Branch Locations

88 West Center Street, Logan, UT 84321 • 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 Investment Coaching Logan UT 09/2023 Present
Schreiber Foods Inc. Carthage MO 02/2017 07/2023
Mattress Firm Riverdale UT 03/2015 02/2017
  • 09/2023 → Present
    Peak Investment Coaching
    Logan, UT
  • 02/2017 → 07/2023
    Schreiber Foods Inc.
    Carthage, MO
  • 03/2015 → 02/2017
    Mattress Firm
    Riverdale, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-12
  • S65 Uniform Investment Adviser Law Examination
    2023-09-12

View on SEC IAPD

Nearby Firms

HAROLD DANCE INVESTMENTS
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

JACK W PETERSON
STEPHEN F NEELEY
AARON JAMES NEELEY

Nearby Offices

HAROLD DANCE INVESTMENTS · LOGAN, UT
EDWARD JONES · LOGAN, UT
LPL FINANCIAL LLC · LOGAN, UT

More in Logan, UT

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