What departments does Peak Planning Group have?

Peak Planning Group has employees across 1 departments including Finance.

What is the largest department at Peak Planning Group?

The largest department at Peak Planning Group is Finance with 4 employees.

Where are Peak Planning Group employees located globally?

Peak Planning Group has employees across 1 continents and 1 countries including United States Of America.

How has Peak Planning Group's team size changed over time?

Peak Planning Group's team has remained stable from approximately 6 to 6 employees based on available data.

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Peak Planning Group Employee Directory

Financial ServicesColorado, United States2-10 Employees

Peak Planning Group, LLC operates in the financial services sector as a registered investment advisor providing investment advisory services to clients. The company is located at 7887 East Belleview Avenue, Greenwood Village, Colorado 80111, United States. It maintains a small staff of 2 to 10 employees and has a website at https://peakplan.com. The firm expanded to include a Raleigh, North Carolina operation established in 1974. Reported revenue falls in the range of $10 million to $25 million.

Peak Planning Group Global Highlights

North America
15

United States Of America
15

Peak Planning Group's Leadership

L. P. P. J. C.
President
Mobile Phone
Email
L. S.
Owner
Mobile Phone
Email
C. S.
Client Services Manager
Mobile Phone
Email
T. A.
Client Relations Manager
Mobile Phone
Email
S. W.
Investment Advisor Representative
Mobile Phone
Email
S. R.
Financial Advisor
Mobile Phone
Email
A. O.
Paraplanner
Mobile Phone
Email
A. D. G.
Paraplanner
Mobile Phone
Email

Peak Planning Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Peak Planning Group

Name

Title

Contact Info

Location

Last Update

L. P.
Insurance Agent
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
T. N.
Receptionist
Mobile Phone
Email
Oct 22, 2024
S. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Peak Planning Group known for?

Peak Planning Group operates in the Financial Services industry. The company's main headquarters is located in 7887 East Belleview Avenue Greenwood Village, Colorado 80111 United States; you can contact the main corporate office by phone at

+1-303-991-****

. Explore Peak Planning Group's company overview page for more information.

What is Peak Planning Group's most common email format?

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

How many employees does Peak Planning Group have currently?

Peak Planning Group has approximately 10 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Peak Planning Group's key employees and leadership?

As of May 2026, Peak Planning Group's key employees include:

President: L. P. P. J. C.
Owner: L. S.
Client Services Manager: C. S.
Client Relations Manager: T. A.
Investment Advisor Representative: S. W.

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Peak Planning Group Employee Directory

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