Peak Planning Group, LLC
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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
Years of Experience
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Peak Planning Group, LLC Brokerage Details
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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.
Chalice Capital Partners, LLC
Peak Planning Group, LLC
Niagara International Capital Limited
Ppg Homes, LLC
Raymond James Financial
Peak Planning Group LLC
Raymond James Financial Services, Inc
Independent Insurance Sales Agent
Louis Patierno has no disclosures.
Please visit their SEC profile for more details.