Peak Brokerage Services LLC, an independent broker-dealer based in Palm Beach Gardens, Fla., has been selected as the new broker-dealer for KFSG Wealth Management LLC of San Antonio.
KFSG is very excited about the new relationship with Peak Brokerage. Bryan Kaarlsen, president and chief wealth manager at KFSG Wealth Management, said, “We decided it was time for a change with our broker-dealer relationship and began looking for a broker-dealer that had the same philosophy as us, one where the client comes before selling particular products or services. That is why we chose Peak Brokerage Services, they are dedicated to helping us at KFSG be the very best we can be for our clients. They offer a lot of services and they understand us because the owners and most of the management team were once financial advisors like us.”