Advisor at PEAKS Investment Management
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Firm
PEAKS Investment Management
Location
Oxford, MI
Credentials
Series 63, Series 65
Industry experience
28 years
Robert Casaceli is a financial advisor with PEAKS Investment Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Sigma Planning Corporation and LPL Financial, among others. Outside of his advisory work, he owns a business that buys and sells used hockey equipment. PEAKS Investment Management serves primarily pooled public-sector vehicles and institutional clients, focusing on fixed-income securities and cash-equivalent investments. The firm is notable for its involvement with a local government investment pool, Wyoming CLASS, where it manages participant relationships and acts as a liaison to the Board of Trustees.
Consulting services fees up to 10 basis points (0.10%) flat fee or negotiated per annum based on principal invested; fees negotiated case-by-case.
0.15% annually (up to 15 basis points) for SMA services; negotiated lower rates possible
Oxford, MI
Colorado · Michigan · Wyoming
TP3B, LLC
2024 - Present (2 years)
TP3B, LLC
2024 - 2025 (1 year)
LPL Financial, llc
2021 - Present (5 years)
Teton Peaks Advisors LLC
2021 - 2024 (3 years)
Sigma Planning Corporation
2009 - 2021 (12 years)
Sigma Financial Corporation
2009 - 2021 (12 years)
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