What makes PEAK different:

Ownership & Structure

MARKETING MASTERY

Our top producing reps share not only their expertise, but their materials, presentations, checklists and, most importantly, their time.

TRUE COLLABORATION

We champion cooperation and teamwork as the foundation to deliver successful results based on our collective knowledge.

COMPLIANCE

Breathe Easy with an open mindfulness approach Compliance.

WE ARE ADVISORS FOR ADVISORS.

WE LISTEN, WE CARE, AND IT SHOWS.

Ditch the one-size-fits-all approach and unlock your full potential with a partner who truly listens, cares, and shows it. Imagine having a dedicated support team invested in your success, anticipating your needs, and providing tailored resources, marketing, and training that empower you to serve your clients like never before. Boost your client satisfaction and referrals with access to true collaboration among a diverse group of highly successful peers. In a fiercely competitive market, stand out as a trusted advisor, backed by a proactive partner who celebrates your wins and champions your growth. Choose a mindful broker-dealer, and watch your practice soar.

HOLDING COMPANY

PEAK Reps, LLC is a holding company for Peak Brokerage Services (independent broker-dealer), BlackRidge Asset Management (registered investment adviser) and Top Advisors Group (insurance marketing group). The founding group ascribes to an entrepreneurial spirit where reps encourage and assist other reps to achieve their full potential.

Watch Advisor Testimonials

Listen to the strategies & benefits driving independent advisors to PEAK.

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What makes PEAK different

An open conversation among our founding partners about why they started PEAK.

Watch The Video

Top 5 things that make PEAK different

Our Awards and Accomplishments

Finalist in the categories of Broker/Dealers for Practice Management

Winner in the categories of Broker/Dealers for Social Media Leadership and Practice Management

Thought Leadership & Education Products and Programs & Services

Finalist in the categories of Broker/Dealers for Thought Leadership and Practice Management

Honored for outstanding service by our advisors, and recognized as runner up in Division I

Distinguished for overall service excellence by our advisors, and recognized as runner up in Division I

Recent Blog Post’s

January 19, 2024

Unleashing Individuality in Financial Advisor Recruiting

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Customized Transition Support for Every Vision. Our article that was featured in the WealthManagement.com 2024 Market Outlook! article, the transformative shift in financial advisor recruiting towards a personalized and tailored approach is explained, highlighting the evolution from traditional one-size-fits-all strategies to customized transition support packages that align with the unique aspirations of each advisor. Explore […]

June 26, 2023

LEADERSHIP TEAM ANNOUNCEMENT

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PEAK Brokerage Services Announces Installation of Three Members to The Firm Leadership Team In a move that signals PEAK Brokerage Services’ commitment to providing their advisors best-in-class support, technology, and thought leadership, the firm has announced this week the installation of three Executive Leadership Team members. Regina Rudnick, a thirty-year financial services veteran with vast […]

Experience the PEAK difference

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