David Duane Wrench
Investment adviser representative at Peak Planning Group, LLC
15 yearsExperience
3 statesRegistered in
$710MFirm assets
9 yearsFirm in business
Are you David Duane Wrench? Claim your profile
Contact this firm
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
15 years in the industry.
- Peak Planning Group, LLCFeb 2026 to now
- Fishtail CapitalMar 2021 to now
- UnemployedApr 2019 to Feb 2021
- Powell CapitalAug 2017 to Mar 2019
- Deckr LLCMar 2011 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (CO, MT, NC).
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
- 5564614
- Firm CRD
- 289891