Grant
Bugner
Peak Asset Management, LLC
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About this Advisor
Grant Bugner is a financial advisor based in Louisville, Colorado, working with Peak Asset Management, LLC. Grant has previously held positions at Molson Coors Brewing Company, Sabbatical, Newmont Mining, Mbe Worldwide/Postnet/Alphagraphics, Morganrosel Wealth Management, LLC, and Peak Asset Management, LLC. Grant has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Grant is part of Peak Asset Management, LLC, which operates out of Louisville, Colorado. The firm has 16 employees and manages assets totaling $825.1 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, pension consulting services, and selection of other advisers. The fee structure at Peak Asset Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Asset Management, LLC Brokerage Details
$825,132,300
16
1,025
$805,007
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Grant Bugner Work History
Peak Asset Management, LLC
Morganrosel Wealth Management, LLC
Sabbatical
Newmont Mining
Mbe Worldwide/Postnet/Alphagraphics
Molson Coors Brewing Company
Disclosures
Please visit the SEC profile of Grant Bugner 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 Asset Management, LLC
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
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