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RIA / WealthAdvisorCertified Financial Planner16 years in industry

Spencer Wynant

Advisor at PEAK PLANNING GROUP, LLC

CENTENNIAL, CO | Asheville, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1c47197-903d-9dcb-4656-19c2431eb995

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 21, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PEAK PLANNING GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 20, 2010
First registration: May 21, 2010
Dual registered: no
Other names: SPENCER RAYMOND WYNANT|SPENCER RAYMOND WYANT
IAPD individual key: 5745915

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PEAK PLANNING GROUP, LLC	Independent wealth	Dec 12, 2017	n/a	yes	CENTENNIAL, CO\|Asheville, NC	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 31, 2016	Oct 5, 2017	no	ENGLEWOOD, CO	Previous registration
ASPEN WEALTH MANAGEMENT, INC.	Former SEC adviser	May 21, 2010	Sep 15, 2011	no	OVERLAND PARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	PEAK PLANNING GROUP, LLC	Oct 5, 2017	Dec 12, 2017	68	Firm change	Other
ASPEN WEALTH MANAGEMENT, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 15, 2011	Aug 31, 2016	1,812	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:289891:CO:2017-10-05	Oct 5, 2017	Dec 12, 2017	ENGLEWOOD, CO	Firm change

Relationships

Registered with (3)

→ PEAK PLANNING GROUP, LLCRegistered adviserregistration: current employment
Dec 12, 2017 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 31, 2016 to Oct 5, 2017factForm ADV
→ ASPEN WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 21, 2010 to Sep 15, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1c47197-903d-9dcb-4656-19c2431eb995
First observed: May 21, 2010
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Spencer Wynant

Advisor at PEAK PLANNING GROUP, LLC

CENTENNIAL, CO | Asheville, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1c47197-903d-9dcb-4656-19c2431eb995

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PEAK PLANNING GROUP, LLC

Independent wealth

Dec 12, 2017

n/a

yes

CENTENNIAL, CO|Asheville, NC

Current employment

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Bd affiliated wealth

Aug 31, 2016

Oct 5, 2017

ENGLEWOOD, CO

Previous registration

ASPEN WEALTH MANAGEMENT, INC.

Former SEC adviser

May 21, 2010

Sep 15, 2011

OVERLAND PARK, KS

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PEAK PLANNING GROUP, LLC

Oct 5, 2017

Dec 12, 2017

Firm change

Other

ASPEN WEALTH MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 15, 2011

Aug 31, 2016

1,812

Firm change after gap

Other

Team

Left

Joined

From

Kind

149018:289891:CO:2017-10-05

Oct 5, 2017

Dec 12, 2017

ENGLEWOOD, CO

Firm change