Preston Gee
Investment adviser representative at Peak Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$446MFirm assets
7 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
15 years in the industry.
- Peak Wealth Management, LLCMay 2021 to now
- Peak Wealth Management, LLCMay 2020 to Aug 2020
- Central Michigan UniversityAug 2017 to May 2021
- Jets PizzaJun 2017 to Jul 2017
- Mjr CinemaNov 2015 to May 2017
- SchoolMay 2011 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Peak Wealth Management, LLC
$446MAssets managed
643Clients
3Advisers
7 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
- 7257016
- Firm CRD
- 166944