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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 founding members and management team have a true understanding of what is 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

Advisory

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Marketing

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Insurance

Technology

Technology

Advisory

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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.

Marketing

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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.

The Retirement Plan Services Group (RPSG)

The Retirement Plan Services Group (RPSG) is a division of Peak Brokerage Services focusing on the design, implementation, and ongoing servicing of corporate retirement plans (401k, 403b, Simple, SEP, Cash Balance, etc), as well as utilizing non-qualified retirement plan options intended to offer numerous tax-benefited solutions to the owners, partners, and key employees. Our team has a combined 55 years of combined corporate retirement plan experience; working extensively with company owners and employees. We understand that working with corporate retirement plans and executive benefits can be challenging at best and daunting at worst. Let our team help you maximize opportunities and strengthen relationships.

College Planning Division

The College Planning Division was formed to create an integrated and comprehensive planning solution for families. This team brings many years of experience to help you provide clients and prospects and their future college students with clear direction to: avoid changing majors, careers and colleges; in selecting colleges with the best social, academic and financial fit; improve standardized test scores to maximize merit aid and scholarships; reduce the overall cost of college and create a road map to ease the financial burden and avoid overwhelming debt.

Divorce Planning

Divorce is a confusing and devastating time, both emotionally and financially. The Peak Brokerage Services team offers guidance from highly skilled Certified Divorce Financial Analyst (“CDFA”) who educates clients on what the financial impacts may be on a proposed settlement in the short term and long term. By working with your client’s attorney, we are able to help make sense of the pros and cons of the proposal and provide the necessary tools to aid your attorney and help prove their case on the financial fairness of a proposed settlement.

Medicare Planning Division

The Medicare Planning Division was created to help you tap in to the ever-expanding Medicare Benefit market which is expected to reach 63.9 million enrollees by 2020. This group is headed by a nationally recognized leader in this space who has created a national distribution platform for registered reps and insurance agents. They can help you and your clients or prospects understand the challenging space of healthcare and Medicare benefits while expanding your practice and revenue generating opportunities. Their proven approach generates leads and revenues in the insurance and investment advising space.

Seminar Marketing Division

The Seminar Marketing Division is there to help you become the master of your local market. Seminar marketing is an excellent way to get in front of large groups of clients and prospects. Hosting a public seminar may seem like an overwhelming project with too many details that could spell disaster if overlooked. With decades of experience, our team has turned giving a public workshop into a science. They have created step-by-step guides to help you get in front of a lot of qualified prospects in the shortest amount of time. 

Shield Wealth Management

This team was created specifically to support and market to police, fire and first responders. The financial needs of this specialized group are not unique, however their benefits and working years are because they frequently crisscross federal, state and military benefit packages. This team of seasoned professionals have decades of experience working with this specialized group. Let our team help you tap in to this specialized market in your area with insights learned for their experience.

Social Security Planning Division

The Social Security Planning Division was established to help you and your current or future clients navigate the endless claiming strategies. While many clients and prospects view taking their Social Security benefits when they first become eligible may seem attractive and may even be the right plan. It is VITAL that you also understand what DELAYING this step can mean to your client’s future income. Our team have been a subject matter expert guest speakers on long running radio shows and hosted numerous seminars on this topic.  They have honed their skill in acquiring new prospects based on providing education and showing people how Social Security income can become a CORNERSTONE of their retirement plan. Let our team help you become the “Go To” subject matter expert in Social Security income planning with your clients and in your market.

Women’s Financial Wellness Division

Women’s Financial Wellness Division focuses on supporting a holistic planning approach for women investors. Whether your practice currently specializes in educating women just beginning their careers, a small business owner, a homemaker, or a woman looking to retire. Our team of seasoned professionals can offer guidance and expertise for today, tomorrow and whatever the future brings. This division is run by women, for women.

Insurance 

“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

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

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