Spencer Wynant
Investment adviser representative at Peak Planning Group, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$710MFirm assets
Are you Spencer Wynant? 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
10 years in the industry.
- Peak Planning Group, LLCOct 2017 to now
- Raymond James Financial Services Advisors Inc.Aug 2016 to Oct 2017
- Raymond James Financial Services, Inc.Jul 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2012
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
- 5745915
- Firm CRD
- 289891