Cole Stahly Schrock

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 09/2023
  Lpl Financial, Llc
  Dublin, OH
• 08/2021 → 05/2022
  Taylor University
  Upland, IN
• 06/2021 → 08/2021
  Renal Management Group
  Washington, IL
• 08/2019 → 05/2021
  Taylor University
  Upland, IN
• 06/2020 → 08/2020
  Dairy Queen
  London, OH
• 05/2019 → 08/2019
  Deem Llc
  Columbus, OH
• 05/2018 → 08/2018
  Weed Man Lawn Services
  Plain City, OH
• 07/2017 → 11/2017
  Buckeye Room
  Dublin, OH
• 08/2011 → 05/2018
  Jonathan Alder Schools
  Plain City, OH
• 08/2018 → 05/2022
  Taylor University
  Upland, IN
• 11/2022 → 09/2023
  Private Advisor Group, Llc
  Morristown, NJ
• 09/2023 → Present
  Peak Retirement Planning
  Columbus, OH

Previous Registrations

• 2022-11-19 → 2023-09-11
  Private Advisor Group, Llc
  Dublin, OH
  Morristown, NJ

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; COLUMBUS,OH; INSURANCE AGENT; 2023; LESS THAN 40 HRS/MO DURINGTRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21

Other Names

• Cole Schrock