Cole
Schrock
Peak Retirement Planning, Inc
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About this Advisor
Cole Schrock is a financial advisor based in Columbus, Ohio, working with Peak Retirement Planning, Inc. Cole has previously held positions at Lpl Financial, LLC, Taylor University, Renal Management Group, Dairy Queen, Deem LLC, Weed Man Lawn Services, Buckeye Room, Jonathan Alder Schools, Private Advisor Group, LLC, and Peak Retirement Planning. Cole has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Cole is part of Peak Retirement Planning, Inc, which operates out of Columbus, Ohio. The firm has 1 office and 14 employees. The firm manages assets totaling $106.0 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Peak Retirement Planning, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Retirement Planning, Inc Brokerage Details
$105,960,000
14
878
$120,683
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cole Schrock Work History
Peak Retirement Planning
Lpl Financial, LLC
Private Advisor Group, LLC
Taylor University
Renal Management Group
Dairy Queen
Taylor University
Deem LLC
Weed Man Lawn Services
Taylor University
Buckeye Room
Jonathan Alder Schools
Disclosures
Please visit the SEC profile of Cole Schrock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peak Retirement Planning, Inc
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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