Allison De graaf
Investment adviser representative at Peak Planning Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$710MFirm assets
Are you Allison De graaf? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Peak Planning Group, LLCFeb 2024 to now
- UnemployedSep 2023 to Jan 2024
- KbrMay 2022 to Aug 2023
- Sos InternationalJul 2021 to Apr 2022
- LeidosFeb 2017 to Jul 2021
- Deloitte Consulting LLPAug 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Peak Planning Group, LLC
$710MAssets managed
838Clients
8Advisers
9 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
- 8231827
- Firm CRD
- 289891