Peak Retirement Planning, Inc.

Peak Retirement Planning, Inc. (CRD# 317592) is a financial advisory firm headquartered in Columbus, OH. They manage $105,960,000 in 878 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3600 Olentangy River Road, Building 501, Columbus, OH 43214
https://peakretirementplanning.com/
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $120,683
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OH

Financial Advisors at Peak Retirement Planning, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Joseph Schmitz, Jr., financial advisor Columbus OH
Joseph F. Schmitz, Jr.
CRD#: 6645469
3600 Olentangy River Road, Building 501, Columbus, OH 43214

Joseph Schmitz, Jr. (CRD# 6645469) is an Investment Advisor Representative working at Peak Retirement Planning, Inc. in Columbus, OH and has over 5 years of experience in the finance industry.

2
Andrew Blumenstock, financial advisor Columbus OH
Andrew R. Blumenstock
CRD#: 7484534
3600 Olentangy River Road, Building 501, Columbus, OH 43214

Andrew Blumenstock (CRD# 7484534) is an Investment Advisor Representative working at Peak Retirement Planning, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

3
Dominic Garris, financial advisor Columbus OH
Dominic S. Garris
CRD#: 7607381
3600 Olentangy River Road, Building 501, Columbus, OH 43214

Dominic Garris (CRD# 7607381) is an Investment Advisor Representative working at Peak Retirement Planning, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

4
Samuel Nordquist, financial advisor Columbus OH
Samuel A. Nordquist
CRD#: 7789561
3600 Olentangy River Road, Building 501, Columbus, OH 43214

Samuel Nordquist (CRD# 7789561) is an Investment Advisor Representative working at Peak Retirement Planning, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

5
Joshua Richardson, financial advisor Columbus OH
Joshua A. Richardson
CRD#: 6647459
3600 Olentangy River Road, Building 501, Columbus, OH 43214

Joshua Richardson (CRD# 6647459) is an Investment Advisor Representative working at Peak Retirement Planning, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

6
Cole Schrock, financial advisor Columbus OH
Cole S. Schrock
CRD#: 7589777
3600 Olentangy River Road, Building 501, Columbus, OH 43214

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.

7
Brett Stahl, financial advisor Columbus OH
Brett P. Stahl
CRD#: 7747729
3600 Olentangy River Road, Building 501, Columbus, OH 43214

Brett Stahl (CRD# 7747729) is an Investment Advisor Representative working at Peak Retirement Planning, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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