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Gregory Michael Gromek

Peak Wealth Solutions

Pepper Pike, OH

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Current Employers
Peak Wealth Solutions

30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-08-12
  • OH RA
    APPROVED
    Since 2016-08-12

Branch Locations

30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc Pepper Pike OH 07/2016 10/2024
Jr Hill And Associates, Inc Pepper Pike OH 07/2016 03/2021
Peak Wealth Solutions Pepper Pike OH 03/2021 Present
Osaic Wealth, Inc. Pepper Pike OH 10/2024 Present
  • 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
    Pepper Pike, OH
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Pepper Pike, OH
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-16
  • S66 Uniform Combined State Law Examination
    2004-02-16

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