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Peak American Investment Advisors, Inc. logo

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.

Find Peak American Investment Advisors, Inc. employees' phone numbers or email addresses

Peak American Investment Advisors, Inc. Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

Asia
1

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  • Singapore
    1

Peak American Investment Advisors, Inc.'s Leadership

  • Stylized image of a person
    T. M.
    Data And Crm Manager
    Mobile Phone
  • Stylized image of a person
    S. C.
    Senior Financial Advisor
    Mobile Phone
  • Stylized image of a person
    J. O.
    New Business Specialist
    Mobile Phone
  • Stylized image of a person
    S. H.
    Retirement Advisor
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    T. M.
    Data And Crm Manager
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    S. C.
    Senior Financial Advisor
    Mobile Phone
    Mar 24, 2026
  • Stylized image of a person
    J. O.
    New Business Specialist
    Mobile Phone
    Jul 07, 2026
  • Stylized image of a person
    S. H.
    Retirement Advisor
    Mobile Phone
    Jun 28, 2026

Frequently Asked Questions

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

Minus sign iconPlus sign iconPeak American Investment Advisors, Inc. was founded in 1994 operates in the Financial Services industry. 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?

Minus sign iconPlus sign iconPeak 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?

Minus sign iconPlus sign iconPeak American Investment Advisors, Inc. has approximately 35 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

  • Data And Crm Manager: T. M.
  • Senior Financial Advisor: S. C.
  • New Business Specialist: J. O.
  • Retirement Advisor: S. H.

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