Louis Peter Patierno Jr
CFP®, ChFC®Professional Summary
Louis Peter Patierno JR, CFP®, ChFC®, who also goes by Pj Patierno, is a registered financial advisor currently at PEAK PLANNING GROUP, LLC located in Centennial, Colorado. Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Louis has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Divorce Planning
- Retirement Planning
- Investment Planning
- Business Succession Planning
- Insurance Planning
Other Aliases
Pj Patierno
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
PEAK PLANNING GROUP, LLC
Contact Information
Main Address
5975 South Quebec Street Suite 310, Centennial, CO 80111Phone Number
(303) 991-0056# of Employees
11SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,363AUM (Assets Under Management)
$709,995,204Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
PEAK PLANNING GROUP, LLC
State Registrations and Notice Filings
(2/2/2026)
(7/20/2026)
(12/12/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1991About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Louis Peter Patierno JR's CRS (Customer Relationship Summary).
Services Offered by Louis
- Comprehensive Financial Planning
- Divorce Planning
- Retirement Planning
- Investment Planning
- Business Succession Planning
- Insurance Planning
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