Cole
Schrock

Peak Retirement Planning, Inc

CRD#7589777
Investment Advisor
in Columbus, OH

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3600 Olentangy River Road Building 501
Columbus, OH 43214

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Peak Retirement Planning, Inc Brokerage Details

Total Assets Under Management

$105,960,000

OH Average: $2,106,341,625
Total Number of Employees

14

OH Average: 34
Total Number of Accounts

878

OH Average: 1,972
Average Account Size

$120,683

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cole Schrock Work History

2023 - Present (1 year)

Peak Retirement Planning

2022 - 2023 (1 year)

Lpl Financial, LLC

2022 - 2023 (1 year)

Private Advisor Group, LLC

2021 - 2022 (1 year)

Taylor University

2021 - 2021 (< 1 year)

Renal Management Group

2020 - 2020 (< 1 year)

Dairy Queen

2019 - 2021 (2 years)

Taylor University

2019 - 2019 (< 1 year)

Deem LLC

2018 - 2018 (< 1 year)

Weed Man Lawn Services

2018 - 2022 (4 years)

Taylor University

2017 - 2017 (< 1 year)

Buckeye Room

2011 - 2018 (7 years)

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

Dominic Garris
Columbus, OH
Samuel Nordquist
Columbus, OH
Andrew Blumenstock
Columbus, OH
Joshua Richardson
Columbus, OH
Cole Schrock
Columbus, OH
Brett Stahl
Columbus, OH
Joseph Schmitz Jr.
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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