Sean Kovich has been Chief Investment Officer of Pacific Peak Advisors since April 2018, is a control person of the firm and directly owns between 10% and 25% of it. Sean Kovich holds a BA in Financial Services from San Diego State University.
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.
Sean Kovich is CIO and Financial Advisor of Pacific Peak Advisors, based in Ketchum, Idaho. He started in the financial services industry in 2005. His work includes comprehensive financial planning, a cost/benefit analysis of client risks, and ongoing reviews to track progress towards each client's stated goals.
Sean Kovich’s longest registration was 8 years at TLG Advisors, Inc. (2015–2023). Before joining Pacific Peak Advisors in 2023, Sean Kovich was registered through TLG Advisors, Inc. and Prudential Financial Planning Services.
- Pacific Peak Advisors, LLCCurrent– present · 3 yearsKetchum, ID · Adviser representative · Firm CRD 326711
- TLG Advisors, Inc.– · 8 yearsKetchum, ID · Adviser representative · Firm CRD 111052
- Prudential Financial Planning Services– · under a yearIrvine, CA · Adviser representative · Firm CRD 5685
Professional designations
Listed by Pacific Peak Advisors
- CFP®
- ChFC®
- CLU®
Investment adviser representative registrations
Sean Kovich is registered as an investment adviser representative in 2 states. Each was approved in June 2023.
- IdahoSince 26 June 2023
- TexasSince 26 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 9 April 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 July 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sean Michael Kovich
- CRD
- 5307667
- Firm
- Pacific Peak Advisors · CRD 326711
- Role
- Chief Investment Officer
- Office
- 120 N SECOND AVENUE, SUITE 108, Ketchum, ID 83340
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pacificpeakadvisors.com
Where does Sean Kovich work?
Sean Kovich has been Chief Investment Officer of Pacific Peak Advisors, LLC since April 2018, and is a control person of the firm.
Is Sean Kovich a financial advisor?
Yes. Sean Kovich has a current investment-adviser registration in Idaho and Texas, through Pacific Peak Advisors since June 2023.
How many years of experience does Sean Kovich have?
Sean Kovich has 17 years in the financial industry, since August 2009, across 3 adviser firms.
What exams has Sean Kovich passed?
Sean Kovich has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in July 2009. FINRA credited Sean Kovich with the SIE, which began in October 2018.
Where did Sean Kovich work before Pacific Peak Advisors?
Before Pacific Peak Advisors, Sean Kovich was registered through Prudential Financial Planning Services, January 2010 to August 2010.
Where is Sean Kovich based?
Sean Kovich’s registered office is in Ketchum, ID.
Is Sean Kovich registered with FINRA?
Yes. Sean Kovich has a current broker registration, under CRD 5307667.
Source: FINRA BrokerCheck
Is Sean Kovich a CFP?
Pacific Peak Advisors lists Sean Kovich with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Sean Kovich CFP® ChFC® CLU® biography, pacificpeakadvisors.com
How can I verify Sean Kovich’s record?
Search CRD 5307667 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sean Kovich’s full registration record.
