Brad Myers
Advisor at Lone Peak Advisers
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lone Peak Advisers
Location
Draper, UT 84020-7150
Credentials
ChFC®, Series 63, Series 65
Industry experience
25 years
About
Brad Myers is a financial advisor with Lone Peak Advisers in Draper, UT, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Geneos Wealth Management and National Planning Corporation. Myers is involved in nonprofit committee work with the Million Dollar Round Table and owns Pepperwood Financial, a wealth management practice operating under his registered RIA and broker-dealer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $119 million in assets across more than 700 client relationships. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.
Client services
Based on Lone Peak Advisers
Financial planning
Portfolio management
Selection of other advisers
Fee options
Fixed fee amount may be negotiated for completion of the entire financial plan based on scope
Negotiable up to 2.9% annually total including any TPAM/sub-advisor fees
$330.36 per hour (3-hour minimum) for financial planning services
Annual $50 fee per account managed by LPA (billed monthly or quarterly) to cover platform and admin costs
Location
11650 South State Street, Suite 200
Draper, UT 84020-7150
Most active in
Brad M has reported serving >5 clients in these states in the last 12 months.
Arizona · Idaho · Iowa · Texas · Utah
Work history
Lone Peak Advisers, LLC
2022 - Present (4 years)
Transitional Broker, LLC
2022 - Present (4 years)
Geneos Welath Management INC
2017 - 2022 (5 years)
National Planning Corporation
2008 - 2017 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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