JA
John M. Andruska
PEAK AMERICAN INVESTMENT ADVISORS
Rancho Cordova, CA
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CRD#: 860632
JA
Professional summary
John Michael Andruska is a registered financial advisor currently at PEAK AMERICAN INVESTMENT ADVISORS, INC. located in Rancho Cordova, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. John has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7, Series 1 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PEAK AMERICAN FINANCIAL GROUP, INC.; INVESTMENT-RELATED; 2800 NORTH DALLAS PARKWAY, #360, PLANO, TX 75093; NATURE: INDEXED ANNUITIES & LIFE INSURANCE; POSITION: CLIENT SOLUTIONS MANAGER; STARTED 1/2007.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Andruska'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®
NoneExperience
Current
February 20, 2008 - Present
PEAK AMERICAN INVESTMENT ADVISORS, INC.
RIA
CRD#: 145056
Rancho Cordova, CA
Past
July 5, 2016 - August 2, 2019
PURITAN BROKERAGE SERVICES, INC.
BD
CRD#: 144445
PLANO, TX
Past
August 3, 2009 - November 6, 2014
PURITAN BROKERAGE SERVICES, INC.
BD
CRD#: 144445
PLANO, TX
Past
July 15, 1991 - December 17, 1991
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
Past
September 24, 1987 - July 15, 1991
FEDERATION FOR FINANCIAL INDEPENDENCE
BD
CRD#: 13355
Past
December 20, 1978 - March 23, 1982
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
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".
PA
PEAK AMERICAN INVESTMENT ADVISORS, INC.
PEAK AMERICAN INVESTMENT ADVISORS, INC. | PURITAN WEALTH MANAGEMENT GROUP | PURITAN INVESTMENT ADVISORS, INC. | PTF INVESTMENT ADVISORS, INC.
CRD#: 145056 / SEC#: 801-133891
RIA
Registered Investment Advisory firm - (7/17/2025 Approved)Arizona
Registered Investment Advisory firm - (2/18/2022 Terminated)California
Registered Investment Advisory firm - (8/20/2025 Terminated)Colorado
Registered Investment Advisory firm - (2/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (1/22/2020 Terminated)Kentucky
Registered Investment Advisory firm - (9/17/2013 Terminated)Louisiana
Registered Investment Advisory firm - (9/30/2013 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2013 Terminated)Mississippi
Registered Investment Advisory firm - (1/16/2020 Terminated)Nevada
Registered Investment Advisory firm - (10/21/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2013 Terminated)Oklahoma
Registered Investment Advisory firm - (9/16/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/22/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2019 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)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
California(1/22/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/13/1978
Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 2
Date: 8/18/1978
Non-Member General Securities ExaminationCurrent Firm
PA
PEAK AMERICAN INVESTMENT ADVISORS, INC.
PEAK AMERICAN INVESTMENT ADVISORS, INC. | PURITAN WEALTH MANAGEMENT GROUP | PURITAN INVESTMENT ADVISORS, INC. | PTF INVESTMENT ADVISORS, INC.
CRD#: 145056 / SEC#: 801-133891
RIA
Registered Investment Advisory firm - (7/17/2025 Approved)Arizona
Registered Investment Advisory firm - (2/18/2022 Terminated)California
Registered Investment Advisory firm - (8/20/2025 Terminated)Colorado
Registered Investment Advisory firm - (2/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (1/22/2020 Terminated)Kentucky
Registered Investment Advisory firm - (9/17/2013 Terminated)Louisiana
Registered Investment Advisory firm - (9/30/2013 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2013 Terminated)Mississippi
Registered Investment Advisory firm - (1/16/2020 Terminated)Nevada
Registered Investment Advisory firm - (10/21/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2013 Terminated)Oklahoma
Registered Investment Advisory firm - (9/16/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/22/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2019 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2400 Dallas Parkway Ste 100, Plano, TX 75093
Mailing Address
Phone number
(800) 513-3243
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 567 |
| AUM (Assets Under Management) | $ 100,382,397 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
