Spencer
Wynant

Peak Planning Group, LLC

CRD#5745915
Investment Advisor
in Englewood, CO

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About this Advisor

Spencer Wynant is a financial advisor based in Englewood, Colorado, working with Peak Planning Group, LLC. Spencer has previously held positions at Northern Trust Bank, Raymond James Financial Services, Inc, Finfolio, Raymond James Financial Services Advisors Inc, and Peak Planning Group, LLC. Spencer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, North Carolina, and Texas. Currently, Spencer 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5975 South Quebec Street Suite 310
Englewood, CO 80111

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Peak Planning Group, LLC Brokerage Details

Total Assets Under Management

$272,196,442

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

6

CO Average: 28
Total Number of Accounts

1,107

CO Average: 1,101
Average Account Size

$245,887

CO Average: $2,134,119

Investment Advisory Services

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

Spencer Wynant Work History

2017 - Present (8 years)

Peak Planning Group, LLC

2016 - 2017 (1 year)

Raymond James Financial Services, Inc

2016 - 2017 (1 year)

Raymond James Financial Services Advisors Inc

2015 - 2016 (1 year)

Finfolio

2014 - 2015 (1 year)

Raymond James Financial Services, Inc

2011 - 2014 (3 years)

Northern Trust Bank

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Disclosures

Please visit the SEC profile of Spencer Wynant 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

Jessica Scott
Raleigh, NC
Spencer Wynant
Englewood, CO
Susanna Robinson
Raleigh, NC
David Hall
Hilo, HI
Louis Patierno
Englewood, 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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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.

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