Debbie
Freeman
Peak Financial Advisors
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About this Advisor
Debbie Freeman is a financial advisor based in Denver, Colorado, working with Peak Financial Advisors. Debbie has previously held a position at Peak Financial Advisors. Debbie has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Debbie is part of Peak Financial Advisors, which operates out of Denver, Colorado. The firm has 3 employees and manages assets totaling $230.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Peak Financial Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Financial Advisors Brokerage Details
$230,298,334
3
403
$571,460
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Debbie Freeman Work History
Peak Financial Advisors
Disclosures
Please visit the SEC profile of Debbie Freeman 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
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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