Cole Schrock (CRD# 7589777) is an Investment Advisor Representative working at Peak Retirement Planning, Inc. in Columbus, OH and has 1 year of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Peak Retirement Planning | Columbus, OH | Sep 2023 - Current | < 1 |
Private Advisor Group, LLC | Morristown, NJ | Nov 2022 - Sep 2023 | < 1 |
Lpl Financial, LLC | Dublin, OH | Jun 2022 - Sep 2023 | 1 |
Taylor University | Upland, IN | Aug 2021 - May 2022 | < 1 |
Taylor University | Upland, IN | Aug 2018 - May 2022 | 3 |
Renal Management Group | Washington, IL | Jun 2021 - Aug 2021 | < 1 |
Taylor University | Upland, IN | Aug 2019 - May 2021 | 1 |
Dairy Queen | London, OH | Jun 2020 - Aug 2020 | < 1 |
Deem LLC | Columbus, OH | May 2019 - Aug 2019 | < 1 |
Weed Man Lawn Services | Plain City, OH | May 2018 - Aug 2018 | < 1 |
Jonathan Alder Schools | Plain City, OH | Aug 2011 - May 2018 | 6 |
Buckeye Room | Dublin, OH | Jul 2017 - Nov 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- OH
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts878ACCOUNTS
-
Average Account Value$120,683
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, OH
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