Brian
Sells

Peak Financial Advisors

CRD#2617524
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Sells is a certified financial planner operating in Denver, Colorado with a total of 24 years of relevant experience. Sells is an employee of Peak Financial Advisors. They have spent all of their time as a financial advisor at Peak Financial Advisors. Sells maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Colorado and Texas. Peak Financial Advisors is a financial advisory business operating out of Denver, CO. It controls $216 million in assets under management among its 408 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 408 customer accounts, 61% belong to high-net-worth clients who have at least $1 million in investable assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on the financial services offered. However, fee types billed by Peak Financial Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

50 South Steele Street, #815
Denver, CO 80209

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Peak Financial Advisors Brokerage Details

Total Assets Under Management

$215,780,814

CO Average: $2,349,664,866
Total Number of Employees

3

CO Average: 28
Total Number of Accounts

408

CO Average: 1,101
Average Account Size

$528,875

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brian Sells Work History

Brian has been registered as a financial advisor for 24 years.*

1997 - Present (27 years)

Peak Financial Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Sells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Peak Financial Advisors

Debbie Freeman
Denver, CO
Brian Sells
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started