AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Debbie Joyclyn Freeman

Debbie J. Freeman

PEAK FINANCIAL ADVISORS
Denver, CO 80209
Some features on this profile are disabled
CRD#: 5756376
Debbie Joyclyn Freeman

Professional summary

Debbie Joyclyn Freeman, CFP®, who also goes by Debbie Joyclyn Wilson, is a registered financial advisor currently at PEAK FINANCIAL ADVISORS located in Denver, Colorado.

Debbie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Debbie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Debbie Joyclyn Wilson

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 Debbie Joyclyn Freeman'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

Start date: 2008

Experience

Current

January 30, 2012 - Present

PEAK FINANCIAL ADVISORS

Office #1: 155 South Madison Street Suite 210, 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
(1/30/2012)
IAR
Texas
(3/21/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/2006
Uniform Investment Adviser Law 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Debbie Freeman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics