Advisor at Lone Peak Advisers
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Firm
Lone Peak Advisers
Location
Draper, UT 84020-7150
Credentials
Series 63, Series 65
Industry experience
3 years
David Shackelford is a financial advisor at Lone Peak Advisers with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities and Transitional Brokers, LLC. Outside of finance, he is involved in an interior design advisement business, Shackelford Interiors LLC, which provides design consulting services for residential projects. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a tactical, trend-focused investment approach combining fundamental and technical analysis, managing approximately $119 million in assets across more than 700 client relationships.
Based on Lone Peak Advisers
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
11650 South State Street, Suite 200
Draper, UT 84020-7150
Utah
Lone Peak Advisers, LLC
2025 - Present (1 year)
Transitional Brokers, LLC
2024 - Present (2 years)
OneAmerica Securities
2022 - 2024 (2 years)
Harvest Moon Events
2021 - Present (5 years)
American United Life
2021 - 2024 (3 years)
One Financial Network
2021 - 2021 (1 year)
Mountain Alliance Distribution
2020 - 2021 (1 year)
Cedar Creek Capital
2019 - 2020 (1 year)
Taranaki International
2014 - 2019 (5 years)
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Is active or affiliated with:
Broker-dealer / trader
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Insurance agent
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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