Joshua Alan Richardson

Employer firm

Peak Retirement Planning, Inc. CRD 317592

$631M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2016 → 09/2016
  Foresters Financial Services
  Dublin, OH
• 09/2016 → 06/2020
  The Sygma Network
  Dublin, OH
• 06/2020 → 12/2022
  Genpact
  Dublin, OH
• 01/2023 → Present
  Peak Retirement Planning, Inc.
  Columbus, OH

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; COLUMBUS, OH; AGENT; START DATE: 2023; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-24