Ryan M. Bendixen

PEAK53 PARTNERS, LP

Longmont, CO 80501

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CRD#: 5046001

Professional summary

Ryan M Bendixen, who also goes by Ryan Michael Bendixen, is a registered financial advisor currently at PEAK53 PARTNERS, LP located in Longmont, Colorado.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Michael Bendixen

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 Ryan M Bendixen's 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®

None

Experience

Current

April 10, 2023 - Present

PEAK53 PARTNERS, LP

Office #1: 825 Delaware Avenue, Suite 303a, Longmont, CO 80501

RIA

CRD#: 318538

Longmont, CO

Past

November 28, 2005 - July 3, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

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
(4/10/2023)

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

State Security Law Exam

Series 63

Date: 12/5/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/26/2005

General Securities Representative Examination

Current Firm

PEAK53 PARTNERS, LP

CRD#: 318538 / SEC#:

Colorado

Registered Investment Advisory firm - (4/10/2023 Approved)

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Contact information

Main Address

825 Delaware Avenue, Suite 303a, Longmont, CO 80501

Mailing Address

Phone number

(303) 578-6027

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 14,985,359

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Colorado	ERA - Withdrawn	12/19/2022

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.

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Ryan M. Bendixen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan M Bendixen's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK53 PARTNERS, LP

J.P. MORGAN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/5/2005

Series 7

Date: 11/26/2005

Current Firm

PEAK53 PARTNERS, LP

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

PEAK53 PARTNERS, LP

TRUST BUT VERIFY

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