Shaun Patrick Thompson
Senior Wealth Advisor And Chief Compliance OfficerPeak Financial Management IncCRD 5414525
About Shaun Patrick Thompson
Shaun Patrick Thompson is listed as Senior Wealth Advisor And Chief Compliance Officer at Peak Financial Management Inc in Wellesley, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Peak Financial Management Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shaun Patrick Thompson work?
Shaun Patrick Thompson is listed as Senior Wealth Advisor And Chief Compliance Officer at Peak Financial Management Inc on SEC Form ADV.
How much of Peak Financial Management Inc does Shaun Patrick Thompson own?
Form ADV reports a beneficial ownership band of Under 5%.
Peak Financial Management Inc
| Title | Senior Wealth Advisor And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |