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John Stephen Gacesa

Peak American Investment Advisors, Inc.

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About John Stephen Gacesa

John Stephen Gacesa is an investment advisor representative at Peak American Investment Advisors, Inc., a firm registered with the Securities and Exchange Commission. John Stephen has a Series 65 license and is registered as an Investment Advisor Representative in Pennsylvania. John Stephen has been in the industry since 2014. He also has a position with Peak American Financial Group, Inc. in Plano, Texas, where he is involved in insurance sales and is a seminar advisor. Prior to his current positions, John Stephen worked for Valenti Management in Harrisburg, Pennsylvania and Hershey Entertainment & Resorts in Hershey, Pennsylvania. Peak American Investment Advisors, Inc. provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other investment advisors. The firm also offers selection of other advisors, and has a significant presence in the state of Texas.

Firm Information

John Gacesa is currently registered with Peak American Investment Advisors, Inc.. Peak American Investment Advisors, Inc. is a registered investment advisor with approximately $66.43 million in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals and other investment advisors. They have 442 client accounts, with 289 individuals other than high-net-worth individuals and 153 high-net-worth individuals.

$66.43M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Gacesa’s Registration & Firm History

TX

04/28/2021 - Present

Peak American Investment Advisors, Inc. (PLANO TX)

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Licenses & Designations

IA

Issued 04/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Stephen Gacesa.
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