Robin Robertson has been Managing Member and Chief Compliance Officer of Pacific Peak Advisors since April 2018, is a control person of the firm and directly owns 75% or more of it.
Pacific Peak Advisors, LLC is a Ketchum, ID firm with $224M under management, 186 clients and 2 advisers in one office, as of its June 2026 filing.
Robin Robertson is Principal and Senior Financial Advisor of Pacific Peak Advisors, based in Ketchum, Idaho. She has been in the financial services industry for over 30 years. She started her practice in California with business owners and high net worth individuals, and it has expanded into Colorado, Idaho, and Texas. The offices moved to Ketchum, Idaho in 2019.
Robin Robertson’s longest registration was 19 years at TLG Advisors, Inc. (2004–2023). Before joining Pacific Peak Advisors in 2023, Robin Robertson was registered through TLG Advisors, Inc. and Securian Financial Services, Inc.
- Pacific Peak Advisors, LLCCurrent– present · 3 yearsKetchum, ID · Adviser representative · Firm CRD 326711
- TLG Advisors, Inc.– · 19 yearsKetchum, ID · Adviser representative · Firm CRD 111052
- Securian Financial Services, Inc.– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 15296
Professional designations
Listed by Pacific Peak Advisors
- CLU
Investment adviser representative registrations
Robin Robertson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2023.
- IdahoSince 26 June 2023
- TexasResidentSince 27 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 January 1999 |
| Series 7 | General Securities Representative Examination | 27 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 June 1987 |
| Series 22 | Direct Participation Programs Representative Examination | 5 November 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Robin Jean Robertson
- CRD
- 1314405
- Firm
- Pacific Peak Advisors · CRD 326711
- Role
- Managing Member and Chief Compliance Officer
- Office
- 120 N SECOND AVENUE, SUITE 108, Ketchum, ID 83340
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pacificpeakadvisors.com
Where does Robin Robertson work?
Robin Robertson has been Managing Member and Chief Compliance Officer of Pacific Peak Advisors, LLC since April 2018, and is a control person of the firm.
Is Robin Robertson a financial advisor?
Yes. Robin Robertson has a current investment-adviser registration in Idaho and Texas, through Pacific Peak Advisors since June 2023.
How many years of experience does Robin Robertson have?
Robin Robertson has 41 years in the financial industry, since October 1985, across 3 adviser firms.
What exams has Robin Robertson passed?
Robin Robertson has passed 5 licensing exams: the Series 22, Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 22, was passed in November 1984. FINRA credited Robin Robertson with the SIE, which began in October 2018.
Where did Robin Robertson work before Pacific Peak Advisors?
Before Pacific Peak Advisors, Robin Robertson was registered through Securian Financial Services, Inc., April 2002 to October 2002.
Where is Robin Robertson based?
Robin Robertson’s registered office is in Ketchum, ID.
Is Robin Robertson registered with FINRA?
Yes. Robin Robertson has a current broker registration, under CRD 1314405.
Source: FINRA BrokerCheck
How can I verify Robin Robertson’s record?
Search CRD 1314405 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robin Robertson’s full registration record.
