Louis
Patierno
Peak Planning Group, LLC
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About this Advisor
Louis Patierno is a financial advisor based in Englewood, Colorado, working with Peak Planning Group, LLC. Louis has previously held positions at Raymond James Financial Services, Inc, Independent Insurance Sales Agent, Raymond James Financial, Attorneyterm.Com, Peak Planning Group LLC, Ppg Homes, LLC, Peak Planning Group, LLC, Niagara International Capital Limited, and Chalice Capital Partners, LLC. Louis has passed the Series 63 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Louis is part of Peak Planning Group, LLC, which operates out of Englewood, Colorado. The firm has 2 offices and 6 employees. The firm manages assets totaling $272.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Peak Planning Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Planning Group, LLC Brokerage Details
$272,196,442
6
1,107
$245,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Louis Patierno Work History
Chalice Capital Partners, LLC
Peak Planning Group, LLC
Niagara International Capital Limited
Ppg Homes, LLC
Attorneyterm.Com
Peak Planning Group LLC
Independent Insurance Sales Agent
Raymond James Financial
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Louis Patierno 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 Planning Group, LLC
Raleigh, NC
Englewood, CO
Raleigh, NC
Hilo, HI
Englewood, CO
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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.
