Gregory Michael Gromek

Employer firm

Peak Wealth Solutions CRD 127391

$912M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 10/2024
  American Portfolios Financial Services, Inc
  Pepper Pike, OH
• 07/2016 → 03/2021
  Jr Hill And Associates, Inc
  Pepper Pike, OH
• 03/2021 → Present
  Peak Wealth Solutions
  Pepper Pike, OH
• 10/2024 → Present
  Osaic Wealth, Inc.
  Pepper Pike, OH

Previous Registrations

• 2013-11-18 → 2016-08-11
  Lpl Financial Llc
  Pepper Pike, OH
  Morristown, NJ
  Highland Heights, OH
• 2013-11-19 → 2016-07-29
  Private Advisor Group, Llc
  Pepper Pike, OH
  Morristown, NJ
• 2001-03-20 → 2013-11-19
  Ameriprise Financial Services, Llc
  Cleveland, OH
  Westlake, OH
  Pepper Pike, OH

Other Businesses

1. Other Business Name: Osaic Wealth, Inc.; Investment Related? Yes; Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124; Nature of Other Business: Broker-Dealer; Position/Title/Relationship with Other Business: Registered Representative; Start Date: 10/2024; Hours Per Month: 16; Market Hours Per Month: 16; Duties Related to Other Business: 2. (GREGORY GROMEK) FIXED INSURANCE POSITION: Agent - Insurance producer NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2016 ADDRESS: 30195 Chagrin Blvd, Suite 360, Pepper Pike OH 44124-5719, United States DESCRIPTION: Sales and service of fixed insurance and annuities. 3. PEAK WEALTH SOLUTIONS POSITION: Owner/Principal NATURE: 50/50 Owner of this Independent Registered Investment Advisory firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 30 START DATE: 11/07/2013 ADDRESS: 30195 Chagrin Blvd, Suite 360, Suite 360 OH 44124, United States DESCRIPTION: Provide comprehensive Fiduciary financial planning advice to clients based on their individual goals. Also perform activities to support the overall Firm.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-16