Investment adviser representative · Peak Wealth Advisors, Inc.
Helen P. Sipsas
CRD 5048683 · San Luis Obispo, CA
At a glance
Helen P. Sipsas is an investment adviser representative with Peak Wealth Advisors, Inc. in San Luis Obispo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Helen’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Peak Wealth Advisors, Inc.Since April 2009San Luis Obispo, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Helen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.