Best Investors Account Sign in
Inactive

Tyler Edward Nichols

Peak Retirement Planning, Inc.

Columbus, OH

CRD 8070072

Claim This Profile
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:

Current Employers
Peak Retirement Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-30
  • OH RA
    APPROVED
    Since 2025-04-30

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 03/2025 Present
Target Powell OH 04/2020 08/2020
4K Landscape Dublin OH 08/2021 08/2022
Scioto Country Club Upper Arlington OH 10/2022 12/2024
Olentangy Liberty High School Powell OH 08/2016 05/2020
Ohio State University Columbus OH 08/2020 05/2024
  • 03/2025 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 04/2020 → 08/2020
    Target
    Powell, OH
  • 08/2021 → 08/2022
    4K Landscape
    Dublin, OH
  • 10/2022 → 12/2024
    Scioto Country Club
    Upper Arlington, OH
  • 08/2016 → 05/2020
    Olentangy Liberty High School
    Powell, OH
  • 08/2020 → 05/2024
    Ohio State University
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Nearby Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

More in Columbus, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor