Calisto Michael Reghi
Investment adviser representative at Peak Retirement Planning, Inc.
11 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
11 years in the industry.
- Peak Retirement Planning, Inc.Mar 2025 to now
- The Ohio State UniversityMay 2021 to now
- CorientJun 2024 to Aug 2024
- UBS Financial Services, Inc.Jun 2023 to Jul 2023
- Hooley HouseMay 2023 to Jun 2023
- Bar LouieJul 2022 to Jun 2024
- Ufirst LogisticsJun 2020 to Jan 2022
- 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