Lori Anne Dunn
Investment adviser representative at Peak American Investment Advisors, Inc.
25 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
25 years in the industry.
- Peak American Financial Companies, Inc.Jul 2020 to now
- Peak American Investment Advisors, Inc.Nov 2019 to now
- Peak American Financial Group, Inc.Nov 2018 to now
- UnemployedJan 2001 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7062383
- Firm CRD
- 145056