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Corey Sullivan Jordison

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 2025-11-26
  • OH RA
    APPROVED
    Since 2025-11-26

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 Columbus OH 01/2015 05/2021
Peak Retirement Planning, Inc. Columbus OH 04/2025 11/2025
Peak Retirement Planning, Inc. Columbus OH 11/2025 Present
Worldwide Express Columbus OH 10/2023 04/2025
Milwaukee Tool Columbus OH 02/2022 08/2023
Techtronic Industries Columbus OH 05/2021 02/2022
Ohio State University Columbus OH 01/2020 03/2020
  • 01/2015 → 05/2021
    Full-Time Student
    Columbus, OH
  • 04/2025 → 11/2025
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 11/2025 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 10/2023 → 04/2025
    Worldwide Express
    Columbus, OH
  • 02/2022 → 08/2023
    Milwaukee Tool
    Columbus, OH
  • 05/2021 → 02/2022
    Techtronic Industries
    Columbus, OH
  • 01/2020 → 03/2020
    Ohio State University
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-07
  • S65 Uniform Investment Adviser Law Examination
    2025-11-07

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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