Cole Stahly Schrock
Investment adviser representative at Peak Retirement Planning, Inc.
15 yearsExperience
1 stateRegistered in
$631MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Peak Retirement Planning, Inc.Sep 2023 to now
- Private Advisor Group, LLCNov 2022 to Sep 2023
- LPL Financial, LLCJun 2022 to Sep 2023
- Renal Management GroupJun 2021 to Aug 2021
- Dairy QueenJun 2020 to Aug 2020
- Deem LLCMay 2019 to Aug 2019
- Taylor UniversityAug 2018 to May 2022
- Weed Man Lawn ServicesMay 2018 to Aug 2018
- Buckeye RoomJul 2017 to Nov 2017
- Jonathan Alder SchoolsAug 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Peak Retirement Planning, Inc.
$631MAssets managed
910Clients
14Advisers
2 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
- 7589777
- Firm CRD
- 317592