Peak Retirement Planning, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

317592

SEC number

801-130337

Firm type

RIA

Assets under management

$631.0M as of May 29, 2026

Website

www.facebook.com/Peak-Retirement-Planning-Inc-111615534737309 ↗

Phone

(614) 500-4121

Address

3600 Olentangy River Road, Columbus, OH, 43214

Advisors at this firm

16 in our index · page 1 of 1

• Owen BosworthCRD 8271200 · Columbus, OH
  IA Registered
• Chase Morgan BennettCRD 7855343 · Columbus, OH
  IA RegisteredRegistration inactive
• Dominic Sean GarrisCRD 7607381 · Columbus, OH
  IA Registered
• Emma Grace HostetlerCRD 8128387 · Columbus, OH
  IA Registered
• Corey Sullivan JordisonCRD 8189947 · Columbus, OH
  IA Registered
• Cameron Joseph KaskaCRD 8028329 · Columbus, OH
  IA Registered
• Tyler Edward NicholsCRD 8070072 · Columbus, OH
  IA Registered
• Samuel Aaron NordquistCRD 7789561 · Columbus, OH
  IA Registered
• Calisto Michael ReghiCRD 7734922 · Columbus, OH
  IA Registered
• Joshua Alan RichardsonCRD 6647459 · Columbus, OH
  IA RegisteredRegistration inactive
• Joseph Francis Schmitz, Jr.CRD 6645469 · Columbus, OH
  IA RegisteredRegistration inactive
• Alec Jordan SchrockCRD 8049063 · Columbus, OH
  IA Registered
• Lance Scott SchlosserCRD 7695628 · Columbus, OH
  IA RegisteredRegistration inactive
• Cole Stahly SchrockCRD 7589777 · Columbus, OH
  IA RegisteredRegistration inactive
• Sarah SchwietermanCRD 7683103 · Columbus, OH
  IA RegisteredRegistration inactive
• Dylon WoolwineCRD 8213930 · Columbus, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.