Skip to content

Calisto Michael Reghi

Investment adviser representative at Peak Retirement Planning, Inc.
11 yearsExperience
1 stateRegistered in
$631MFirm assets
2 yearsFirm in business

Are you Calisto Michael Reghi? Claim your profile

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

11 years in the industry.

  1. Peak Retirement Planning, Inc.Mar 2025 to now
  2. The Ohio State UniversityMay 2021 to now
  3. CorientJun 2024 to Aug 2024
  4. UBS Financial Services, Inc.Jun 2023 to Jul 2023
  5. Hooley HouseMay 2023 to Jun 2023
  6. Bar LouieJul 2022 to Jun 2024
  7. Ufirst LogisticsJun 2020 to Jan 2022
  8. StudentApr 2015 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
7734922
Firm CRD
317592
Advisor's SEC record (opens in a new tab)
CallContact this firm