Louis Peter Patierno
Investment adviser representative at Peak Planning Group, LLC
33 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$710MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Ppg Homes, LLCFeb 2014 to now
- Attorneyterm.comNov 2011 to now
- Peak Planning Group, LLCDec 2005 to now
- Independent Insurance Sales AgentAug 1990 to now
- Kingswood Capital Partners, LLCJun 2018 to Oct 2023
- Niagara International Capital LimitedOct 2017 to Jun 2018
- Raymond James FinancialJan 2009 to Oct 2017
- Raymond James Financial Services, IncOct 2001 to Oct 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 3 states (CO, NC, TX).
Peak Planning Group, LLC
$710MAssets managed
838Clients
8Advisers
9 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
- 2142525
- Firm CRD
- 289891