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Peak One Financial

Helpful Links & Phone Numbers

FINRA BROKER CHECK

http://www.finra.org/Investors/ToolsCalculators/BrokerCheck

DISCLOSURES

REGULATION BEST INTEREST DISCLOSURES

CLICK HERE FOR PDF DOCUMENT

CUSTOMER RELATIONSHIP SUMMARY

CLICK HERE FOR PDF DOCUMENT

FINRA INVESTOR ALERT: THE IRA ROLLOVER, 10 TIPS TO MAKING A SOUND DECISION

CLICK HERE FOR PDF DOCUMENT

PERSHING FEES

CLICK HERE FOR PDF DOCUMENT

WORKSHEETS

Retirement Planning Expenses for Cash Flow Worksheet

CLICK HERE FOR PDF DOCUMENT

Retirement Plan Worksheet

CLICK HERE FOR PDF DOCUMENT

ALBRIDGE

https://www.mainaccount.com/centaurus

MUTUAL FUNDS

American Funds 800-421-4225

https://www.capitalgroup.com/

Blackrock 800-441-7762

http://www.blackrock.com/investing/resources/account-access

Blue Rock 844-819-8287 First Trust for Blue Rock 855-387-3847

https://www.secureaccountview.com/BFWeb/clients/bluerockam/index

Calvert 800-368-2745

https://www.calvert.com/

Columbia Management 800-345-6611

https://www.secureaccountview.com/BFWeb/clients/columbia/index

First Eagle 800-334-2143

https://www.feim.com/individual-investors/overview

Franklin Templeton 800-524-4040

https://profile.franklintempleton.com/profile/signin

Apollo FKA Griffin Capital  888-926-2688

https://apollodiversifiedrealestatefund.apollo.com/investor-login/

Invesco 800-959-4246

https://www.invesco.com/portal/site/us/investors/accountaccess

Ivy Funds now Delaware Funds 800-523-1918

https://www.delawarefunds.com/account/account-access

John Hancock 800-225-5291

https://www.jhinvestments.com/AccountAccess.aspx

Legg Mason 800-822-5544

https://www.franklintempleton.com/accounts/legacy-legg-mason-account-access

Pimco 888-877-4626 

https://www.pimco.com/en-us

Prudential Mutual Funds 888-778-5471

https://www.prudential.com/personal

Sammons Retirement Solutions 866-747-3421

https://www.srslivewellservice.com/

TransAmerica Funds 888-233-4339

https://www.transamerica.com/

529 Plans

American Funds 800-421-4225

http://capitalgroup.com

John Hancock 866-222-7498

http://jhinvestments.com/529

ANNUITES

Allianz Life 800-950-5872

https://www.allianzlife.com/

Brighthouse Financial 800-882-1292

https://access.brighthousefinancial.com/#/register/consumer

Corebridge Financial (formerly AIG/SunAmerica) 800-445-7862

https://www.lifeandretirement.aig.com/individuals/annuities

Jackson National Life 877-565-2968

https://www.jackson.com/annuities/variable-annuities.html

John Hancock 800-344-1029 

https://www.johnhancock.com/help-center/annuities.html

Lincoln Financial Group: American Legacy 800-942-5500 Choice Plus 888-868-2583

https://www.lfg.com/public/registration

MetLife 800-638-7732

https://www.metlife.com/support-and-manage/contact-us/#

Midland/Sammons 877-586-0244

https://www.midlandnational.com/register?src=headerbar

Prudential 888-778-2888

https://www.prudential.com/personal/annuities

TransAmerica Life 800-797-2643

https://www.transamerica.com

TruStage FKA Cuna 1-855-591-9026

https://www.trustage.com/my-account/login

Nationwide 1-800-321-6064 or 1-800-848-6331 

https://login.nationwide.com/access/web/login.htm

INFORMATION ON ALTERNATIVE INVESTMENTS

Atel 415-989-8800

https://www.atel.com/investors/

Cantor Fitzgerald 855-922-6867

https://www.cfincometrust.com/

Cole Capital 866-907-2653

https://www.cimgroup.com/shareholder-information

Greenbacker 833-404-4104

https://greenbackercapital.com/greenbacker-renewable-energy-company/

Hartman 800-880-2212

http://www.hartmanreits.com/

(877) 734-8876 | investorrelations@hartmaninvestment.com

Inland 800-826-8228

https://inland-investments.com/account-access

Moody 888-457-2358

reitii.moodynationalreit.com/

BEEP @ Continental Stock & Trust 800.509.5586 cstmail@continentalstock.com

Silverstar was Hartmann XX 877-734-8876 investorrelations@silverstarreit.com

Strategic Storage/Smartstop 833-404-4110 X3

https://www.secureaccountview.com/BFWeb/clients/smst/index

TriLinc Global Impact 866-292-9452

http://trilincglobalimpactfund.com/

Triton Pacific now PROSPECT FLOATING RATE & ALT INCOME FUND (833) 824-1759

http://Starportal2.phxa.com/tpf

Watermark Lodging 855-958-7348

https://www.watermarklodging.com/

WP Carey 800-972-2739

http://www.wpcarey.com/

State by State Medical Directive Forms-Free

https://www.markzinder.com/blog/resources/advance-directives/

The Federal Long Term Care Insurance Program

https://www.ltcfeds.com/

Social Security Calculator

https://www.ssa.gov/planners/retire/AnypiaApplet.html

Colorado PERA

https://www.copera.org

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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