3 Peaks Financial was founded in 2016 by 23-year industry veteran, Shane Hill. As owner and financial advisor at 3 Peaks, Shane has developed conservative investment strategies that may give you a different perspective on your current portfolio.
3 Peaks Financial, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
3 Peaks Financial is a registered investment adviser in the State of Washington, Idaho, Utah, and Montana. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 2677 E 17th Street,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.3PeaksFinancial.com
- Keywords
- Investment Management, Retirement Planning, Financial Advisor, Financial Consultant, Asset Management, Mutual Funds, Stocks, Bonds, Investment Strategies.
- HQ
- Ammon, Idaho
3 Peaks Financial Questions
3 Peaks Financial's website is http://www.3PeaksFinancial.com
3 Peaks Financial's LinkedIn profile is https://www.linkedin.com/company/3peaksfinancial
3 Peaks Financial has
3 employees.
View email and phone details for 3
employees at 3 Peaks Financial.
3 Peaks Financial's industry is
Investment Management
3 Peaks Financial's top competitors are
Arista Wealth Management,
Deseret Trust Company,
Jpmorganchase,
Colton Wealth Management,
Strategic Wealth Concepts,
Ameriprise Financial Services, Llc,
D.l. Evans Bank,
Rothschild & Co,
J.p. Morgan Private Bank.
3 Peaks Financial's categories are Investment Management
3 Peaks Financial's founding year is 2016
