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).
-
Total Assets Under Management106MILLION
-
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
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.
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.
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.
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.
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.
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.
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.