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Sophia Newbury Berglund is a financial advisor professional located in Louisville, CO. They specialize in financial advisory.
Sophia Newbury Berglund - Peak Asset Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Sophia Newbury Berglund operates Peak Asset Management, LLC in Louisville, Colorado. She holds a FINRA CRD license (number 7688713), which indicates registration with the Financial Industry Regulatory Authority. This licensing allows her to work within the financial advisory space under FINRA's regulatory framework and oversight. Clients seeking financial guidance can verify her registration status through FINRA's public database. The firm provides financial advisory services to the Louisville area.
A FINRA CRD license means Sophia Newbury Berglund is registered with the Financial Industry Regulatory Authority, the primary regulator for securities brokers and firms. This registration allows her to provide financial advisory services and work with clients on investment-related matters. FINRA oversight includes compliance requirements, continuing education standards, and customer protection rules. Her CRD number (7688713) is a public identifier that allows you to verify her registration status and review her disciplinary history through FINRA's BrokerCheck database, providing transparency about her professional standing.