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BS

Brian T. Sells

PEAK FINANCIAL ADVISORS
DENVER, CO 80209
Some features on this profile are disabled
CRD#: 2617524
BS

Professional summary

Brian Timothy Sells, CFP®, who also goes by Brian Sells, is a registered financial advisor currently at PEAK FINANCIAL ADVISORS located in Denver, Colorado.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Sells

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Timothy Sells's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

January 1, 1999 - Present

PEAK FINANCIAL ADVISORS

Office #1: 50 South Steele Street, #815, Denver, CO 80209
RIA
CRD#: 115207
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PEAK FINANCIAL ADVISORS
PEAK FINANCIAL ADVISORS | PEAK FINANCIAL ADVISORS, LLC

CRD#: 115207 / SEC#: 801-60554

RIA
Registered Investment Advisory firm - (9/10/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/1/1999)
IAR
Texas
(3/21/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/10/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 5/3/1995
Non-Member General Securities Examination

Current Firm

PF
PEAK FINANCIAL ADVISORS
PEAK FINANCIAL ADVISORS | PEAK FINANCIAL ADVISORS, LLC

CRD#: 115207 / SEC#: 801-60554

RIA
Registered Investment Advisory firm - (9/10/2001 Approved)
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Contact information

Main Address
155 South Madison Street Suite 210, Denver, CO 80209
Mailing Address
Phone number
(303) 316-2799
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PEAK FINANCIAL ADVISORS FORM ADV PART 2A & 2B JANUARY 2025 (1/30/2025)

Regulatory assets under management

Total Number of Accounts402
AUM (Assets Under Management)$ 251,823,085

Red Flags

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.

Company Information

PEAK FINANCIAL ADVISORS

CRD#: 115207Denver, CO 80209

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