Samuel Aaron Nordquist

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

• 08/2023 → Present
  Peak Retirement Planning, Inc.
  Columbus, OH
• 01/2021 → 08/2023
  Republic Services
  Columbus, OH
• 06/2018 → 01/2021
  Chipotle Mexican Grill
  Columbus, OH
• 08/2014 → 04/2018
  Mount Vernon Nazarene University
  Mount Vernon, OH

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; COLUMBUS,OH; INSURANCE AGENT; 2023; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-22