D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772-334-9592

About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.

Our Seven Step Education Process will:

1. Identify lifetime objectives & strategies

2. Understand all your options

3. Determine your risk profile

4. Build your stable allocation model

5. Optimize your investment allocations

6. Identify tax reduction and catastrophic protection strategies

7. Schedule regular periodic reviews

Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

See Disclosures

General Information

Firm Start Year

1993

No. of Employees

2-4

CRD#

4307228

Firm CRD#

144600

States Licensed in

Florida

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Services

Investment Types

Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance

Can meet clients in the following ways

Video Conference, Phone, Our Office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Health, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000.00

Compensation Methods

Hourly

Disclosures

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