Executive Team
Investment Advisor Representatives

Cliff Bassett
Regional Business Development Director and Investment Advisor Representative

Our Responsibilities at Peak American Investment Advisors Include:
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Assisting you in completing a Risk Tolerance Questionnaire and/or other applicable account opening forms.
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Determining suitability of the program, investment strategy and selected portfolio.
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Meeting with you at least annually to review any changes in your financial situation.
California Disclosure:
Pursuant to California Code of Regulation, CCR Section 260.238 (j), Peak American Investment Advisors, Inc. hereby discloses that clients may receive the same or comparable services from other financial advisers at a lower fee.
All material conflicts of interest under California Code of Regulations, CCR Section 260.238 (k) are disclosed regarding Peak American Investment Advisors, Inc., its representatives, or any of its employees, which could be reasonable expected to impair the rendering of unbiased and objective advice.
Clients are under no obligation to act upon Peak American Investment Advisors, Inc.’s recommendations. If a client elects to act on our recommendations, the client is under no obligation to effect the transaction through us.
While we do not participate in any wrap fee programs, we may refer suitable clients to a third party advisory service that may offer a wrap fee program.