Brian Timothy Sells
Investment adviser representative at Peak Financial Advisors
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$268.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Peak Financial AdvisorsJun 1997 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Peak Financial Advisors
Legal name: Peak Financial Advisors, LLC
$268.8MAssets managed
122Clients
2Advisers
25 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
- 2617524
- Firm CRD
- 115207