Christopher H. Martenson

PEAK FINANCIAL INVESTING

Chester, MA

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CRD#: 5979732

Professional summary

Christopher Hamlin Martenson, who also goes by Christopher H Martenson, Christopher Martenson, is a registered financial advisor currently at PEAK FINANCIAL INVESTING, LLC located in Chester, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher H Martenson | Christopher Martenson

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.

1. Peak Prosperity LLC; 13 Johnson Hill Rd., Chester MA 01011; Nature: Internet-based paid newsletter and membership-based resilience community; Start: 7/14/2008; CEO and sole owner; Duties: Key executive in charge of strategy and content creation; 20 hours spent on this activity. 2. CM & CO, LLC; 1024 Turnpike St, Canton, MA 02021; Nature: Commercial Cleaning Service Start: 1/2005; CEO; Duties: Key executive in charge of strategy and content creation; 10 hours spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Hamlin Martenson'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

June 5, 2023 - Present

PEAK FINANCIAL INVESTING, LLC

RIA

CRD#: 319672

Chester, MA

Past

June 26, 2013 - December 11, 2020

GREYLOCK PEAK INVESTMENTS, LLC

RIA

CRD#: 158941

MONTAGUE, MA

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

Massachusetts
(6/5/2023)

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

IAR

Series 65

Date: 6/21/2013

Uniform Investment Adviser Law Examination

Current Firm

PEAK FINANCIAL INVESTING, LLC

CRD#: 319672 / SEC#:

Massachusetts

Registered Investment Advisory firm - (6/5/2023 Approved)

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Contact information

Main Address

Chester, MA

Mailing Address

Po Box 364, Chester, MA 01011

Phone number

(413) 768-7843

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Christopher H. Martenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Hamlin Martenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK FINANCIAL INVESTING, LLC

GREYLOCK PEAK INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/2013

Current Firm

PEAK FINANCIAL INVESTING, LLC

Contact information

Documents

Red Flags

Company Information

PEAK FINANCIAL INVESTING, LLC

TRUST BUT VERIFY

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