A complete list of active advisors currently associated with 3 Peaks Financial
Warmer can help you find a great advisor at 3 Peaks Financial or one who fits your needs even better.
3 Peaks Financial Advisors serves individual and high‑net‑worth clients as well as charitable organizations, providing ongoing portfolio management (both discretionary and non‑discretionary), financial planning (one‑time, hourly, and ongoing maintenance) and referrals to third‑party money managers. The firm documents client objectives and risk tolerances in an Investment Policy Statement and may combine model allocations with customized recommendations for each household. The firm’s investment process emphasizes asset allocation and periodic monitoring — accounts are reviewed at least quarterly with rebalancing at least semiannually or as needed — and 3 Peaks draws on multiple analysis methods (cyclical, fundamental, modern portfolio theory, quantitative and technical). In its higher‑tier Premier Investment Plan the firm uses equity funds, fixed income and market‑linked notes/structured products with stated downside protection as part of its growth and protection mix, and it limits its advice primarily to mutual funds, ETFs, equities, fixed income and insurance products. A distinctive feature disclosed in the brochure is the firm’s affiliation with insurance activities and broker‑dealer registration: the principal is a licensed insurance agent and registered representative, and the firm offers commissionable insurance and annuity products while also providing advisory services. The firm requires clients to custody assets at LPL Financial, which the brochure notes can limit available product choices and creates potential conflicts (including past transition assistance and soft‑dollar benefits), matters the firm discloses and says it addresses through disclosure and fee‑offset practices.
To learn more about the advisors currently working at 3 Peaks Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ammon, ID
| 5
| |
Ammon, ID
| 31
|
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