What departments does Peak American Investment Advisors, Inc. have?

Peak American Investment Advisors, Inc. has employees across 4 departments including Finance, Solutions Engineering, Business, Sales.

What is the largest department at Peak American Investment Advisors, Inc.?

The largest department at Peak American Investment Advisors, Inc. is Finance with 3 employees.

Where are Peak American Investment Advisors, Inc. employees located globally?

Peak American Investment Advisors, Inc. has employees across 2 continents and 2 countries including Singapore, United States Of America.

How has Peak American Investment Advisors, Inc.'s team size changed over time?

Peak American Investment Advisors, Inc.'s team has decreased from approximately 35 to 32 employees based on available data.

Peak American Investment Advisors, Inc. Employee Directory

Financial ServicesTexas, United States11-50 Employees

Peak Trust Financial Companies, Inc. operates in the financial services sector, offering retirement planning, wealth management, and insurance solutions. The firm emphasizes straightforward, practical financial guidance aimed at a broad client base and strives for a personalized service approach. Its service scope encompasses strategies for retirement income, investment decisions, long-term healthcare planning, and settlement support. Based in Plano, Texas, the company has provided financial services for nearly three decades. It serves workers and high-achieving individuals seeking to preserve, grow, and protect their wealth, operating as a mid-sized firm with a community-oriented focus.

Peak American Investment Advisors, Inc. Global Highlights

North America
52

United States Of America
52

Asia
1

Singapore
1

Peak American Investment Advisors, Inc.'s Leadership

P. S.
Former Chief Compliance Officer
Mobile Phone
Email
K. R.
Executive Vice President Of Finance
Mobile Phone
Email
T. M.
Data And Crm Manager
Mobile Phone
Email
B. C.
Client Solutions Manager
Mobile Phone
Email
G. L.
Client Solutions Manager
Mobile Phone
Email
S. C.
Senior Financial Advisor
Mobile Phone
Email
J. O.
New Business Specialist
Mobile Phone
Email
S. H.
Retirement Advisor
Mobile Phone
Email

Peak American Investment Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Branding
Business Development
Other
Arts & Design
Information Technology
Support

Contact profiles from Peak American Investment Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

P. S.
Former Chief Compliance Officer
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
K. R.
Executive Vice President Of Finance
Mobile Phone
Email
United StatesArizona
Jun 02, 2026
T. M.
Data And Crm Manager
Mobile Phone
Email
Jun 26, 2026
B. C.
Client Solutions Manager
Mobile Phone
Email
Feb 18, 2026
G. L.
Client Solutions Manager
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
S. C.
Senior Financial Advisor
Mobile Phone
Email
Mar 24, 2026
J. O.
New Business Specialist
Mobile Phone
Email
Mar 25, 2026
S. H.
Retirement Advisor
Mobile Phone
Email
Jun 28, 2026
J. G.
Investment Advisor
Mobile Phone
Email
United StatesPennsylvania
Jun 27, 2026
S. S.
Account Executive
Mobile Phone
Email
UNITED STATES
Mar 09, 2023

Frequently Asked Questions

What is Peak American Investment Advisors, Inc. known for?

Peak American Investment Advisors, Inc. was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 2400 North Dallas Parkway 100 Plano, Texas 75093 United States. Explore Peak American Investment Advisors, Inc.'s company overview page for more information.

What is Peak American Investment Advisors, Inc.'s most common email format?

Peak American Investment Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Peak American Investment Advisors, Inc. email formats with LeadIQ.

How many employees does Peak American Investment Advisors, Inc. have currently?

Peak American Investment Advisors, Inc. has approximately 35 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Peak American Investment Advisors, Inc.'s key employees and leadership?

As of June 2026, Peak American Investment Advisors, Inc.'s key employees include:

Former Chief Compliance Officer: P. S.
Executive Vice President Of Finance: K. R.
Data And Crm Manager: T. M.
Client Solutions Manager: B. C.
Client Solutions Manager: G. L.

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Peak American Investment Advisors, Inc. Employee Directory

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