Varra Financial
43yrs
Top advisor by experience in Louisville
6yrs
Grant Bugner
Financial advisor at Peak Asset Management
Grant Bugner is a fiduciary financial advisor in Louisville, Colorado, with 6 years in the industry. Grant joined Peak Asset Management in 2024, after three years at Rosel Wealth Management. Grant holds the CFP® designation.
One of 81 advisors with offices in Louisville, and one of 67 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1371 E. Hecla Drive Suite A, Louisville, CO 80027
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.94 million
Advisors at the firm14
States licensed ?1 state
Services through Peak Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowPeak Asset Management, LLCCurrent firm
- 2020 – 2023Rosel Wealth Management, LLCPreviously
Contact Grant
(303) 926-0100Peak Asset Management main office 1371 E. Hecla Drive Suite ALouisville, CO 80027Office · Get directions Firm websiteHTTPS://WWW.PEAKAM.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Grant
Tailored to Grant’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Grant
How do I contact Grant?
Call Peak Asset Management at (303) 926-0100 and ask for Grant Bugner. Grant works from the Louisville, CO office.
How long has Grant been a financial advisor?
Grant has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Grant hold?
Series 65. Tap any license on this page to see what it allows.
Is Grant a fiduciary?
Grant is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grant paid?
Peak Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Grant for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in Colorado
Peak Asset Management
42yrs
Top advisor by experience at Peak Asset Management
Peak Asset Management
40yrs
Top 3% by experience in Colorado
LPL Financial
38yrs
Top 4% by experience in Colorado
Wells Fargo Advisors
36yrs
Top 5% by experience in Colorado