Kevin John Kocsis
Investment adviser representative at Peak Wealth Solutions
19 yearsExperience
1 stateRegistered in
$911.6MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Peak Wealth SolutionsSep 2025 to now
- OtherJun 2025 to Aug 2025
- Morgan Stanley Smith Barney LLCJan 2022 to May 2025
- Usi Securities, Inc.Aug 2020 to Dec 2021
- Usi Consulting Group, Inc.Jul 2020 to Dec 2021
- Rental Property OwnerAug 2013 to Dec 2021
- Cbiz Financial Solutions, Inc.Aug 2006 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Peak Wealth Solutions
Legal name: Peak Wealth Solutions, Inc.
$911.6MAssets managed
718Clients
7Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5416977
- Firm CRD
- 127391