D.Michael Burleigh- Financial Advisor Stuart, FL

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About D. Michael Burleigh

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.

Our Seven Step Education Process will:

1. Identify lifetime objectives & strategies

2. Understand all your options

3. Determine your risk profile

4. Build your stable allocation model

5. Optimize your investment allocations

6. Identify tax reduction and catastrophic protection strategies

7. Schedule regular periodic reviews

Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

See Disclosures

General Information

Firm Start Year

1993

No. of Employees

CRD#

4307228

Firm CRD#

144600

States Licensed in

Florida

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life, Health

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000.00

Compensation Methods

Hourly, Flat Fee, Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1883038/paladinregistry-Peak-Capital-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

D. Michael Burleigh

Peak Capital Management