Peak Financial Advisors, LLC is a U. S. Securities and Exchange Commission Registered Investment Advisory firm. Advisor does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the advisor's service offerings and provides for an efficient method in which a prospective client may contact the advisor. Advice can only be rendered after the following conditions are met:

1). Registration of the advisor with the U. S. Securities and Exchange Commission as a Registered Investment Advisor if the advisor has more than $100,000,000 under management.

2). Delivery of a disclosure statement by Advisor to client.

3). Execution of an Investment Advisory and / or Financial Planning agreement between the client and the advisor.

4). Initial payment of the planning fee or investment advisory fee by the client to the advisor.

5). Advisor may transact business only in States in which it is registered, or in which it is exempted from registration. The Investment Advisor must also be notice filed or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.

Form CRS, or Client Relationship Summary, is a disclosure form that broker-dealers and registered investment advisors (RIAs) must provide to retail investors. The form is intended to be easy to read and disclose material information about the firm in plain language. The goal is to promote effective communication between the firm and the investor and help them decide if the firm is right for them.

Please access our Form CRS here: https://acrobat.adobe.com/id/urn:aaid:sc:US:ebf02543-1433-4052-97c0-a483226a5a4d

Peak Financial has developed a Business Continuity Plan on how we wiill respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

If after a business disruption you cannot contact us as you usually do at (303) 316-2799, you should contact Charles Schwab & Co., Inc. (Schwab), at 800-515-2157 for instructions on how you may receive prompt access to information on your accounts, enter orders and process other trade-related, cash, and security transfer transactions.

We plan to quickly recover and resume business operations after a business disruption of any sort. Our first priority will be the safety of our employees and the privacy of your personal information. In addition, we will take immediate steps to safeguard our property, make a financial and operational assessment, protect the firm’s books and records, and take necessary steps to allow our customers to transact business as normal. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, dependent upon the scope and severity of the business disruption.

By using this website, www.peakfinancial.com (the “Website”), you agree to be bound by the Terms of Use and Disclaimers set forth below, which may be modified by Peak Financial Advisors at any time without prior notice.

This Website is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Website is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Peak Financial Advisors does not intend the information on this Website to be investment advice, and the information presented on this website should not be relied upon to make an investment decision.

The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Peak Financial Advisors, its affiliates, employees, directors, officers or agents to any registration requirement within such jurisdiction or country.

The content of this website is provided “as is” without warranty of any kind (express or implied). Peak Financial Advisors does not assume any obligation to update the information and data on this website and does not guarantee that it is accurate, current, valid, complete or suitable for any particular purpose.

Peak Financial Advisors makes no representations concerning this website, or to any websites to which this website may be linked and disclaims all express, implied and statutory warranties of any kind, including warranties of merchantability, noninfringement or fitness for a particular purpose, to the fullest extent allowed by applicable law. In no event shall Peak Financial Advisors or any of its affiliates, manager members, members, partners, directors, officers, employees, or other representatives be liable or have any responsibility of any kind for any direct, indirect, special, consequential, multiple, punitive or other damages arising from information on this website or the use of this website.