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Calisto Michael Reghi

Peak Retirement Planning, Inc.

Columbus, OH

CRD 7734922

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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 2025-05-12
  • OH RA
    APPROVED
    Since 2025-05-12

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 03/2025 Present
Corient Columbus OH 06/2024 08/2024
Bar Louie Westlake OH 07/2022 06/2024
Ubs Financial Services, Inc. Rocky River OH 06/2023 07/2023
Hooley House Westl,Ake OH 05/2023 06/2023
Ufirst Logistics Elyria OH 06/2020 01/2022
The Ohio State University Columbus OH 05/2021 Present
Student Westlake OH 04/2015 05/2021
  • 03/2025 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 06/2024 → 08/2024
    Corient
    Columbus, OH
  • 07/2022 → 06/2024
    Bar Louie
    Westlake, OH
  • 06/2023 → 07/2023
    Ubs Financial Services, Inc.
    Rocky River, OH
  • 05/2023 → 06/2023
    Hooley House
    Westl,Ake, OH
  • 06/2020 → 01/2022
    Ufirst Logistics
    Elyria, OH
  • 05/2021 → Present
    The Ohio State University
    Columbus, OH
  • 04/2015 → 05/2021
    Student
    Westlake, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23

View on SEC IAPD

Nearby Firms

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ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Nearby Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL

Nearby Offices

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

More in Columbus, OH

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