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Peak Wealth Solutions CRD 127391
$912M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-16 |
Branch Locations
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstmerit Bank, N.A. | Akron | OH | 06/2013 | 02/2017 |
| Lpl Financial Llc | Northfield | OH | 09/2013 | 02/2017 |
| The Huntington Investment Company | Painesville | OH | 02/2017 | 06/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2017 | 06/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2017 | 06/2021 |
| American Portfolios Financial Services | Pepper Pike | OH | 09/2021 | 10/2024 |
| Peak Wealth Solutions | Pepper Pike | OH | 08/2021 | Present |
| Osaic Wealth, Inc. | Pepper Pike | OH | 10/2024 | Present |
1. PEAK WEALTH SOLUTIONS, INC POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/15/2021 ADDRESS: 30195 Chagrin Blvd, Suite 360, Pepper Pike OH 44124, United States DESCRIPTION: Review client accounts, prepare financial plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-05 |
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