Peak Financial Advisors, LLC is a U. S. Securities and Exchange Commission Registered Investment Advisory firm. Advisor does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the advisor's service offerings and provides for an efficient method in which a prospective client may contact the advisor. Advice can only be rendered after the following conditions are met:
1). Registration of the advisor with the U. S. Securities and Exchange Commission as a Registered Investment Advisor if the advisor has more than $100,000,000 under management.
2). Delivery of a disclosure statement by Advisor to client.
3). Execution of an Investment Advisory and / or Financial Planning agreement between the client and the advisor.
4). Initial payment of the planning fee or investment advisory fee by the client to the advisor.
5). Advisor may transact business only in States in which it is registered, or in which it is exempted from registration. The Investment Advisor must also be notice filed or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.
The information in this website is based on data gathered from what the Advisor believes are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific funds and model portfolios is being made on the assumption that the investor would participate in that investment or portfolio on a long-term basis (in excess of five years) and only after consulting with their investment adviser to determine their needs and tolerance for risk. With respect to any such identification, there can be no assurance that the fund or model portfolio will in fact perform in the manner suggested.