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Sean Michael Kovich

Investment Adviser Representative at Pacific PEAK Advisors, LLC

Ketchum, IDCRD #5307667Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sean Michael Kovich is an investment adviser representative with Pacific PEAK Advisors, LLC in Ketchum, ID, where they have been registered since 2023. They have worked in the securities industry since 2009 and have been registered with 3 firms, including TLG Advisors, Inc. and Prudential Financial Planning Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho and Texas.

Office

120 N Second Avenue, Suite 108
Ketchum, ID 83340

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Idaho, Texas
Broker:
6 states and territories

California, Colorado, Idaho, Texas, Utah, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/16/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 8/10/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/9/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/30/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Pacific PEAK Advisors, LLCCurrent
6/26/2023 – Ketchum, ID
THE Leaders Group, Inc.Current
1/10/2014 – Ketchum, ID
TLG Advisors, Inc.
4/9/2015 – 11/8/2023Ketchum, ID
Prudential Financial Planning Services
1/7/2010 – 8/10/2010Irvine, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Leaders Group, Inc.
    Jan 2014 – no end date reportedLittleton, CO
  2. Trumark Financial
    Jan 2016 – Jan 2018Pleasanton, CA
  3. Pacific Peak Advisors, LLC
    Dec 2014 – no end date reportedKetchum, ID
  4. TLG Advisors, Inc.
    Apr 2015 – Nov 2023Littleton, CO

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Pacific PEAK Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive financial planning, investment management (equities, fixed income, mutual funds, ETFs, REITs, precious metals, CDs), business owner support, retirement planning, insurance and protection strategies, and legacy and charitable giving planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementRetirement PlanningEstate PlanningTax StrategyBusiness Owner SupportInsuranceLegacy PlanningCharitable GivingElder Care Planning+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Ketchum, ID
SEC file number:
801-128225

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 4, 2026

View full firm profile

Other advisors at Pacific PEAK Advisors, LLC

1 other advisor in the directory

View Pacific PEAK Advisors, LLC firm profile

Similar advisors in Ketchum, ID

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sean Michael Kovich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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