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Alec Jordan Schrock

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 2025-03-12
  • OH RA
    APPROVED
    Since 2025-03-12

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 02/2025 Present
Taylor University Upland IN 08/2021 12/2024
Jonathan Alder Local School District Plain City OH 01/2024 01/2024
Peak Retirement Planning, Inc. Columbus OH 05/2024 07/2024
Taylor University Upland OH 08/2022 12/2023
Jonathan Alder High School Plain City OH 08/2017 08/2021
Jonathan Alder Junior High School Plain City OH 08/2015 05/2017
  • 02/2025 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 08/2021 → 12/2024
    Taylor University
    Upland, IN
  • 01/2024 → 01/2024
    Jonathan Alder Local School District
    Plain City, OH
  • 05/2024 → 07/2024
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 08/2022 → 12/2023
    Taylor University
    Upland, OH
  • 08/2017 → 08/2021
    Jonathan Alder High School
    Plain City, OH
  • 08/2015 → 05/2017
    Jonathan Alder Junior High School
    Plain City, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-14
  • S65 Uniform Investment Adviser Law Examination
    2025-02-14

View on SEC IAPD

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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

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