Peak
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 Our Mission Statement

“Uniting independence, innovation & integrity to achieve success for our partners and clients.”

About Us

 
Redefining an Independent Broker/Dealer

Welcome to our website and thank you for your interest in Peak Brokerage Services. Selecting the right partners is a crucial element of success. Our founder members and management team have a true understanding of what in necessary to grow and thrive in a challenging environment. We are on a journey to build one of the most unique independent broker dealers in the industry. By utilizing cutting edge technology along with proven practice management and growth strategies, we are assisting our partners in building thriving businesses.

Peak Brokerage Services is partnering with likeminded investment professionals that hold themselves to a higher standard and truly care about their clients‘ financial success and security. We possess a culture that fosters collaboration, innovation, flexibility and support. 

Our goal is to provide the highest level of personalized service to our representatives. I encourage you to contact us for a confidential conversation to further explore our organization and the opportunities we offer.

Wishing you continued success,

Glen A. McRary
CEO & President

"Culture is everything"
“Culture is everything”

Why Peak

Technology

Technology

Marketing

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Insurance

Advisor

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BAM LOGO

 

Blackridge Asset Management offers clients a variety of advisory programs and services. Blackridge works with both Solicitors as well as Investment Advisor Representatives. Solicitors are Investment Professionals that refer business to Blackridge and utilize one or more existing models offered through Third Party Strategists, Proprietary Home Office Models, and SMA Managers. Our Investment Advisor Representatives, in addition to utilizing the models mentioned above, also have the ability to create models, and manage those models on behalf of their clients.

 

At Peak, we have multiple marketing strategies developed by top producing representatives. These innovative marketing strategies have and continue to produce successful results. These reps are owners of Peak, and therefore, recognize the importance of sharing their ideas with the Peak family. When you grow, we grow together.

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MASTER THE MEDIA –  Dominate your hometown market. Learn how to leverage the media, giving you the credibility to grow your practice. 
 
SEMINAR MARKETING THAT WORKS – Even with advancing technologies, the public seminar remains a constant mainstay as the #1 marketing method in our industry. We currently have multiple turn-key systems available.
 
ADVANCED COLLEGE PLANNING TRAINING – The College Planning Guys originated from a desire to help families adequately plan for college! Traditionally, families have focused on saving for college. Our approach employs strategies to help save money on college. We assist in Student Positioning and Financial Positioning.
 
ADVANCED SOCIAL SECURITY TRAINING – There are 10,000 baby boomers retiring every day in this country. Learn how to reach and advise this expanding market through our advanced social security training program. We can help you obtain the Certified Social Security Claiming Strategist designation. 

“Comprehensive Insurance Planning at it’s Highest Level”

Top Advisors Group is a full service brokerage and consulting firm created by experienced financial advisors and insurance specialists. Our goal is to be a strategic partner to other financial professionals by specializing in insurance products and strategies as a part of comprehensive financial planning for both individuals and small businesses. Through our strategic alliances with several industry leading companies we are able to provide you with the most optimal insurance solutions to meet your clients financial needs.

Technology

 

We feel that it’s important to provide our reps with the best and most up-to-date options in technology.

 Contact US