Adam Charles Peak
Investment adviser representative at Spc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.1BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- SpcJun 2025 to now
- Sigma Financial CorporationJun 2025 to now
- Sigma Planning CorpJun 2025 to now
- Foguth Wealth ManagementNov 2024 to Jun 2025
- SpcJan 2015 to Nov 2024
- Sigma Financial CorporationDec 2014 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Spc
Legal name: Sigma Planning Corporation
$6.1BAssets managed
30,916Clients
474Advisers
42 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
- 5140404
- Firm CRD
- 110692