Adam Michael Haynes
Investment adviser representative at Peak Financial Planning
10 yearsExperience
2 statesRegistered in
$93MFirm assets
Under 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
10 years in the industry.
- Peak Financial PlanningJan 2026 to now
- Brigham Young UniversityApr 2019 to now
- Core PlanningAug 2024 to Jan 2026
- H3 Financial PlanningAug 2024 to Jan 2026
- Albion Financial GroupJun 2022 to Aug 2024
- Association Financial ServicesApr 2020 to Nov 2021
- The Church of Jesus Christ of Latter-day SaintsMar 2017 to Apr 2019
- True North WealthDec 2016 to Mar 2017
- United States Air ForceJun 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
Peak Financial Planning
Legal name: Peak Financial Planning, LLC
$93MAssets managed
82Clients
7Advisers
Under 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
- 7415562
- Firm CRD
- 317288