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Keith Richard Witkowski

Peak Wealth Solutions

Pepper Pike, OH

CRD 6483423

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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:

Current Employers
Peak Wealth Solutions

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-03-28
  • OH RA
    APPROVED
    Since 2018-03-28

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
Hill Financial Group Pepper Pike OH 01/2018 Present
Hwfa Financial Advisors Beachwood OH 04/2015 01/2018
  • 01/2018 → Present
    Hill Financial Group
    Pepper Pike, OH
  • 04/2015 → 01/2018
    Hwfa Financial Advisors
    Beachwood, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

More in Pepper Pike, OH

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