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Shaun Patrick Thompson

Senior Wealth Advisor And Chief Compliance OfficerPeak Financial Management IncCRD 5414525

About Shaun Patrick Thompson

Shaun Patrick Thompson is listed as Senior Wealth Advisor And Chief Compliance Officer at Peak Financial Management Inc in Wellesley, MA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Peak Financial Management Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shaun Patrick Thompson work?

Shaun Patrick Thompson is listed as Senior Wealth Advisor And Chief Compliance Officer at Peak Financial Management Inc on SEC Form ADV.

How much of Peak Financial Management Inc does Shaun Patrick Thompson own?

Form ADV reports a beneficial ownership band of Under 5%.

Peak Financial Management Inc

TitleSenior Wealth Advisor And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020
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