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Cole Stahly Schrock

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 2023-09-14
  • OH RA
    APPROVED
    Since 2023-09-14

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

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
  • S66 Uniform Combined State Law Examination
    2022-10-21
Other Names
  • Cole Schrock

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