Daniel Gerald Gomez
Investment adviser representative at Lone Peak Advisers
31 yearsExperience
1 stateRegistered in
$125.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Lone Peak AdvisersJul 2026 to now
- Dfpg Investments, IncMar 2019 to now
- Penn MutualApr 2002 to now
- Gomez Corp Financial Services & InsuranceAug 1995 to now
- Hornor, Townsend & Kent, Inc.Apr 2002 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (UT).
Lone Peak Advisers
Legal name: Lone Peak Advisers, LLC
$125.4MAssets managed
905Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2141107
- Firm CRD
- 296772