(800) 267-4363
jeffery.schlenker@ceterais.com
Get In Touch
Peak Financial Services Home
Peak Financial Services Home
  • Home
  • Our Firm 
    • About Us
    • Meet The Team
    • Join The Team
    • About Cetera
  • How We Work
  • About Our Clients
  • Wealth Services
  • Helpful Resources 
    • About AdviceWorks
    • Cetera Market Outlook
    • Resource Library
    • About Asset Map
Get In Touch

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Contact

Office: (800) 267-4363

Fax: 360-753-7350

P.O. Box 718

Olympia, WA 98507

jeffery.schlenker@ceterais.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Peak Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Registered Address: 1020 E 5th Avenue, Olympia, WA, 98501 (800)-267-4363

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Important Information and Form CRS | Business Continuity