Daniel
Vujanov
Peak Wealth Solutions
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About this Advisor
Daniel Vujanov is a financial advisor operating out of Cleveland, Ohio with a total of 2 years of relevant experience. Vujanov currently works for Peak Wealth Solutions. The advisor has gained experience at Cbiz Investment Advisory Services LLC, Sequoia Financial Group, Scott Trade, Fastenal, Student and Peak Wealth Solutions. Vujanov maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Ohio. Peak Wealth Solutions is a financial advisory company that has its headquarters in Cleveland, OH. It has $551 million in assets across its 1,892 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 1,892 customer accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Peak Wealth Solutions likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peak Wealth Solutions Brokerage Details
$550,962,000
11
1,892
$291,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Daniel Vujanov Work History
Daniel has been registered as a financial advisor for 2 years.*
Peak Wealth Solutions
Cbiz Investment Advisory Services LLC
Sequoia Financial Group
Scott Trade
Fastenal
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Vujanov 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 Wealth Solutions
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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