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Owen Bosworth

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 2026-05-15
  • OH RA
    APPROVED
    Since 2026-05-15

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
Peak Retirement Planning, Inc. Columbus OH 05/2026 Present
Cedarville University Cedarville OH 08/2024 05/2026
Peak Retirement Planning, Inc. Columbus OH 06/2025 08/2025
Camp Susque Trout Run PA 05/2020 07/2024
Cedarville University Cedarville OH 08/2022 05/2024
Big Dan'S Bbq Catawissa PA 05/2016 08/2024
  • 05/2026 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 08/2024 → 05/2026
    Cedarville University
    Cedarville, OH
  • 06/2025 → 08/2025
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 05/2020 → 07/2024
    Camp Susque
    Trout Run, PA
  • 08/2022 → 05/2024
    Cedarville University
    Cedarville, OH
  • 05/2016 → 08/2024
    Big Dan'S Bbq
    Catawissa, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
Other Names
  • Owen Daniel Bosworth

View on SEC IAPD

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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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