Matthew McIntyre has been President of Peak American Investment Advisors since August 2021, is a control person of the firm and directly owns under 5% of it.
Peak American Investment Advisors, Inc. is a Plano, TX firm with $162M under management, 329 clients and 10 advisers in one office, as of its September 2026 filing.
Matthew McIntyre is founder and Chief Executive Officer of Peak American Investment Advisors, and a registered investment adviser representative. He has a career of more than 30 years building a network of companies that help people with their retirement and financial needs. Growing up, he worked alongside his father at his State Farm office.
Matthew McIntyre’s longest registration is the current one, 8 years at Peak American Investment Advisors since 2018. Before joining Peak American Investment Advisors in 2018, Matthew McIntyre was registered through Ae Wealth Management, LLC and Secure Investment Management, LLC.
- – present · 8 yearsPlano, TX · Adviser representative · Firm CRD 145056
- Ae Wealth Management, LLC– · under a yearPlano, TX · Adviser representative · Firm CRD 282580
- Secure Investment Management, LLC– · under a yearFrisco, TX · Adviser representative · Firm CRD 141195
Investment adviser representative registrations
Matthew McIntyre is registered as an investment adviser representative in 3 states. The first approvals date from September 2018; the most recent is Pennsylvania, in April 2020.
- CaliforniaSince 14 April 2020
- PennsylvaniaSince 15 April 2020
- TexasSince 13 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Wade McIntyre
- CRD
- 5414253
- Firm
- Peak American Investment Advisors · CRD 145056
- Role
- President
- Office
- 2400 DALLAS PARKWAY, STE 100, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peakamericanfinancial.com
Where does Matthew McIntyre work?
Matthew McIntyre has been President of Peak American Investment Advisors, Inc. since August 2021, and is a control person of the firm.
Is Matthew McIntyre a financial advisor?
Yes. Matthew McIntyre has a current investment-adviser registration in California, Pennsylvania and Texas, through Peak American Investment Advisors since September 2018.
How many years of experience does Matthew McIntyre have?
Matthew McIntyre has 9 years in the financial industry, since May 2017, across 3 adviser firms.
What exams has Matthew McIntyre passed?
Matthew McIntyre passed the Series 65 in September 2016.
Where did Matthew McIntyre work before Peak American Investment Advisors?
Before Peak American Investment Advisors, Matthew McIntyre was registered through Ae Wealth Management, LLC, November 2017 to March 2018; Secure Investment Management, LLC, September 2016 to September 2017.
Where is Matthew McIntyre based?
Matthew McIntyre’s registered office is in Plano, TX.
Is Matthew McIntyre registered with FINRA?
No. Matthew McIntyre has no current broker registration.
How can I verify Matthew McIntyre’s record?
Search CRD 5414253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew McIntyre’s full registration record.
