Peak Financial Network Solutions

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

114 W Winchester St, Murray, Utah, Unite...

Phone Number

(801) 255-7019

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Peak Financial Network Solutions

Peak Financial Network Solutions is an independent financial services firm based in Cottonwood Heights, Utah, founded in 2008. The company specializes in providing tailored wealth management solutions to financial advisors, CPAs, banks, and credit unions, helping them unlock new revenue streams and enhance client value. Their services include recruiting and training advisory teams, integrating services within banks, and offering contracts for CPAs to manage registered representatives. Peak Financial is committed to driving growth and fostering lasting relationships between financial institutions and their clients.Explore more
Peak Financial Network Solutions's Social MediaPopular SearchesPeak Financial Network SolutionsPeak Financial LLCPeak Financial Solutions LLCFinancial Network Fid West LLCFinancial Network Solutions AsSIC Code 62,628NAICS Code 52,523Show more

Peak Financial Network Solutions Org Chart

PhoneEmail
CJ
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President & Financial Advisor

PhoneEmail
PH
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President

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AS
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Financial Services Coordinator

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MW
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Financial Assistant

PhoneEmail
GL
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Financial Advisor

PhoneEmail
ZH
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Registered Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peak Financial Network So...

<$5M
11-50
Private
-
2008
CJ
Clain JaquesPresident & Financial Advisor
<$5M
11-50
Private
<$5M
1990
SB
Sean BeznickiDirector, Investments
<$5M
1-10
Private
-
2009
KM
Kelly MeccaFinancial Advisor
<$5M
1-10
Private
-
1985
KA
Kristen AndersonChief Operations Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Peak Financial Network Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peak Financial Network Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peak Financial Network Solutions.

Peak Financial Network Solutions Tech Stack

A closer look at the technologies used by Peak Financial Network Solutions

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Frequently Asked Questions Regarding Peak Financial Network Solutions

What is Peak Financial Network Solutions's official website?
Peak Financial Network Solutions's official website is www.peakfns.com
What is Peak Financial Network Solutions's Revenue?
Peak Financial Network Solutions's revenue is <$5 Million
What is Peak Financial Network Solutions's SIC code?
Peak Financial Network Solutions's SIC: 62,628
What is Peak Financial Network Solutions's NAICS code?
Peak Financial Network Solutions's NAICS: 52,523
How many employees does Peak Financial Network Solutions have?
Peak Financial Network Solutions has 11-50 employees
What industry does Peak Financial Network Solutions belong to?
Peak Financial Network Solutions is in the industry of: Finance, Securities Trading
What is Peak Financial Network Solutions competition?
Peak Financial Network Solutions top competitors include: VLP Financial Advisors, Choice Wealth Advisors, Ratcliff Financial Services, MEA Wealth Advisors
What technology does Peak Financial Network Solutions use?
Some of the popular technologies that Peak Financial Network Solutions uses are: Cloudflare Website Optimization, Enom DNS Hosting, Proofpoint, Google Tag Manager
How do I contact Peak Financial Network Solutions?
Peak Financial Network Solutions contact info: Phone number: (801) 255-7019 Website: www.peakfns.com
What does Peak Financial Network Solutions do?

Peak Financial Network Solutions is an independent financial services firm based in Cottonwood Heights, Utah, founded in 2008. The company specializes in providing tailored wealth management solutions to financial advisors, CPAs, banks, and credit unions, helping them unlock new revenue streams and enhance client value. Their services include recru... iting and training advisory teams, integrating services within banks, and offering contracts for CPAs to manage registered representatives. Peak Financial is committed to driving growth and fostering lasting relationships between financial institutions and their clients.Read More

What are Peak Financial Network Solutions social media links?
Peak Financial Network Solutions Linkedin page Peak Financial Network Solutions Facebook page
Is Peak Financial Network Solutions a public company?
Peak Financial Network Solutions is private company therefore does not currently have an official ticker symbol
See more information about Peak Financial Network Solutions

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