Dylon Woolwine
Investment adviser representative at Peak Retirement Planning, Inc.
10 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
10 years in the industry.
- Peak Retirement Planning, Inc.May 2026 to now
- LPL Enterprise LLCJan 2026 to Apr 2026
- White Water ExpressOct 2025 to Apr 2026
- UpsOct 2025 to Oct 2025
- Swan ManufacturingMay 2025 to Aug 2025
- Swan ManufacturingDec 2024 to Jan 2025
- Swan ManufacturingMay 2024 to Aug 2024
- FedexMay 2024 to May 2024
- Bgsu DiningSep 2023 to May 2024
- FedexMay 2023 to Aug 2023
- Bowling Green State UniversityAug 2022 to Sep 2025
- Wendy'sAug 2020 to Aug 2022
- Grove City High SchoolJan 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8213930
- Firm CRD
- 317592