Matthew Wade Mcintyre
Investment adviser representative at Peak American Investment Advisors, Inc.
11 yearsExperience
3 statesRegistered in
$162.1MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Peak American Financial Companies, Inc.Sep 2018 to now
- Peak American Financial Group, Inc.Sep 2018 to now
- Peak American Investment Advisors, Inc.Sep 2018 to now
- Ae Wealth Management, LLCNov 2017 to Sep 2018
- Secure Legacy Financial Group, LLCSep 2017 to Sep 2018
- J.D. Mellberg Financial, LLCSep 2016 to Sep 2017
- Secure Investment Management, LLCSep 2016 to Sep 2017
- Mcintyre ConsultingNov 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, TX).
Peak American Investment Advisors, Inc.
$162.1MAssets managed
329Clients
10Advisers
1 yearIn 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
- 5414253
- Firm CRD
- 145056