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Cameron Joseph Kaska

Peak Retirement Planning, Inc.

Columbus, OH

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Current Employers
Peak Retirement Planning, Inc.

3600 Olentangy River Road Building 501, Columbus, OH 43214 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-07
  • OH RA
    APPROVED
    Since 2025-01-07

Branch Locations

3600 Olentangy River Road Building 501, Columbus, OH 43214 • 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
Peak Retirement Planning, Inc. Columbus OH 12/2024 Present
Kirtland Country Club Willoughby OH 09/2024 11/2024
Kent State University Kent OH 08/2021 05/2024
Full Time Student Mentor OH 09/2009 08/2021
Unemployed Columbus OH 06/2024 08/2024
  • 12/2024 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 09/2024 → 11/2024
    Kirtland Country Club
    Willoughby, OH
  • 08/2021 → 05/2024
    Kent State University
    Kent, OH
  • 09/2009 → 08/2021
    Full Time Student
    Mentor, OH
  • 06/2024 → 08/2024
    Unemployed
    Columbus, OH
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; COLUMBUS,OH; INDEPENDENT INSURANCE AGENT; APPROXIMATELY 40 HRS/MO DURINGTRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-28
  • S65 Uniform Investment Adviser Law Examination
    2024-12-28

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

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