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Emma Grace Hostetler

Peak Retirement Planning, Inc.

Columbus, OH

CRD 8128387

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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 2025-07-15
  • OH RA
    APPROVED
    Since 2025-07-15

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
Full-Time Student West Jefferson OH 06/2015 05/2025
Peak Retirement Planning, Inc. Columbus OH 06/2025 Present
Ulrey Foods West Jefferson OH 08/2019 06/2025
Five Guys Columbus OH 01/2022 12/2022
Amazon West Jefferson OH 05/2022 08/2022
Amazon West Jefferson OH 05/2023 08/2023
Amazon West Jefferson OH 05/2024 08/2024
  • 06/2015 → 05/2025
    Full-Time Student
    West Jefferson, OH
  • 06/2025 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 08/2019 → 06/2025
    Ulrey Foods
    West Jefferson, OH
  • 01/2022 → 12/2022
    Five Guys
    Columbus, OH
  • 05/2022 → 08/2022
    Amazon
    West Jefferson, OH
  • 05/2023 → 08/2023
    Amazon
    West Jefferson, OH
  • 05/2024 → 08/2024
    Amazon
    West Jefferson, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-21
  • S65 Uniform Investment Adviser Law Examination
    2025-06-21

View on SEC IAPD

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Nearby Investors

CARL DAVID WEISE
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DANIELLE BALL

Nearby Offices

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

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