Cassidy Steck
Investment adviser representative at Peak Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$1BFirm assets
30 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Peak Asset Management, LLCAug 2025 to now
- Britehorn SecuritiesMar 2025 to Aug 2025
- PathstoneApr 2024 to Mar 2025
- Crestone Asset Management, LLCJun 2023 to Mar 2024
- LPL Financial LLCSep 2022 to Mar 2023
- Higgins & Schmidt Wealth Strategies, LLCAug 2022 to Mar 2023
- Rockefeller Financial LLCSep 2020 to Jul 2022
- City of Boulder Public WorksFeb 2019 to Mar 2019
- Morgan StanleyApr 2018 to Sep 2020
- Ameriprise Financial Services IncJan 2018 to Jan 2019
- The JamesJul 2017 to Dec 2017
- Merrill LynchMay 2016 to Jun 2017
- University of WisconsinJan 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Peak Asset Management, LLC
$1BAssets managed
342Clients
13Advisers
30 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
- 6669322
- Firm CRD
- 106944