Preston Gee has been an investment adviser representative at Peak Wealth Management since May 2021, and is not listed among the firm’s executive officers or direct owners.
Peak Wealth Management, LLC is a Plymouth, MI firm with $446M under management, 643 clients and 3 advisers in one office, as of its March 2026 filing.
- Peak Wealth Management, LLCCurrent– present · 5 yearsPlymouth, MI · Adviser representative · Firm CRD 166944
Investment adviser representative registrations
Preston Gee is registered as an investment adviser representative in Michigan, since May 2021.
- MichiganSince 20 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7257016
- Firm
- Peak Wealth Management · CRD 166944
- Office
- 41011 ANN ARBOR ROAD, Plymouth, MI 48170
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Preston Gee work?
Preston Gee is an investment adviser representative registered through Peak Wealth Management, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Preston Gee a financial advisor?
Yes. Preston Gee has a current investment-adviser registration in Michigan, through Peak Wealth Management since May 2021.
How many years of experience does Preston Gee have?
Preston Gee has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Preston Gee passed?
Preston Gee passed the Series 65 in May 2021.
Where is Preston Gee based?
Preston Gee’s registered office is in Plymouth, MI.
Is Preston Gee registered with FINRA?
No. Preston Gee has no current broker registration.
How can I verify Preston Gee’s record?
Search CRD 7257016 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Preston Gee’s full registration record.
