Lisa Mueller is not listed as a control person, but directly owns between 5% and 10% of Peak Investment Advisors.
Peak Investment Advisors is an investment adviser based in Colorado Springs, CO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $235 million, as filed on 25 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7936878
- Firm
- Peak Investment Advisors · CRD 113967
- Role
- Owner
- In role since
- January 2018 · 8 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Colorado Springs, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Lisa Mueller work?
Lisa Mueller has been Owner of Peak Investment Advisors, Inc. since January 2018.
How can I verify Lisa Mueller’s record?
Lisa Mueller’s role is listed on Peak Investment Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 113967.