Daniel Vujanov
Investment adviser representative at Peak Wealth Solutions
17 yearsExperience
1 stateRegistered in
$911.6MFirm assets
16 yearsFirm 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 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
17 years in the industry.
- Peak Wealth SolutionsOct 2021 to now
- Cbiz Investment Advisory Services LLCDec 2018 to Oct 2021
- Sequoia Financial GroupJan 2016 to Nov 2018
- StudentJan 2009 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Peak Wealth Solutions
Legal name: Peak Wealth Solutions, Inc.
$911.6MAssets managed
718Clients
7Advisers
16 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
- 6519394
- Firm CRD
- 127391