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Director, Chief Compliance Officer, Secretary · Peak American Investment Advisors, Inc.

Lori A. Dunn

CRD 7062383 · Named on Form ADV at one SEC-registered adviser

At a glance

Peak American Investment Advisors, Inc., an SEC-registered wealth manager based in Plano, TX with $162 million in regulatory assets, lists Lori A. Dunn on its Form ADV as Director, Chief Compliance Officer, Secretary.

Firms and roles

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Lori’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.