Samuel Aaron Nordquist
Investment adviser representative at Peak Retirement Planning, Inc.
12 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
12 years in the industry.
- Peak Retirement Planning, Inc.Aug 2023 to now
- Republic ServicesJan 2021 to Aug 2023
- Chipotle Mexican GrillJun 2018 to Jan 2021
- Mount Vernon Nazarene UniversityAug 2014 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7789561
- Firm CRD
- 317592