Louis
Patierno

Peak Planning Group, LLC

CRD#2142525
Investment Advisor
in Denver, CO
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About this Advisor

Louis Patierno is a certified financial planner and chartered financial consultant operating in Denver, Colorado, who has been in the advisory business for 28 years. Patierno currently works for Peak Planning Group, LLC. Over the course of their career, they have held roles at Raymond James Financial Services, Inc, Chalice Capital Partners, LLC, Independent Insurance Sales Agent, Raymond James Financial, Attorneyterm.Com, Peak Planning Group LLC, Ppg Homes, LLC, Peak Planning Group, LLC and Niagara International Capital Limited. Patierno holds a Series 63 license, which qualifies them as a securities broker, and is approved to operate in California, Texas and Colorado. Peak Planning Group, LLC is a financial advisory firm that has its headquarters in Denver, Colorado. The firm has just two financial advisors. It oversees $84 million in total assets between its 120 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 120 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on which services the firm provides the client. Fees billed by Peak Planning Group, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2900 S University Blvd.
Denver, CO 80210

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Peak Planning Group, LLC Brokerage Details

Total Assets Under Management

$84,038,555

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

2

CO Average: 28
Total Number of Accounts

120

CO Average: 1,101
Average Account Size

$700,321

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Louis Patierno Work History

Louis has 28 years of experience.

2018 - Present (1 years)

Chalice Capital Partners, LLC

2017 - Present (2 years)

Peak Planning Group, LLC

2017 - Present (2 years)

Niagara International Capital Limited

2014 - Present (5 years)

Ppg Homes, LLC

2011 - Present (8 years)

Attorneyterm.Com

2009 - 2017 (8 years)

Raymond James Financial

2005 - Present (14 years)

Peak Planning Group LLC

2001 - 2017 (16 years)

Raymond James Financial Services, Inc

1990 - Present (29 years)

Independent Insurance Sales Agent

Disclosures

Louis Patierno has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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