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Chase Morgan Bennett

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 2025-08-22
  • OH RA
    APPROVED
    Since 2025-08-22

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
Cuso Financial Services, Lp San Diego CA 01/2024 01/2025
Wright-Patt Credit Union Beavercreek OH 08/2023 01/2024
Mathnasium Beavercreek OH 06/2019 01/2023
Buckingham Advisors Centerville OH 01/2023 04/2023
Beavercreek Public Schools Beavercreek OH 05/2014 06/2019
Ncr Country Club Kettering OH 07/2023 08/2023
Wright State University Fairborn OH 01/2022 05/2024
Wright-Patt Credit Union Beavercreek OH 01/2024 01/2025
Cuso Financial Services, Lp San Diego CA 01/2025 05/2025
Wright-Patt Credit Union Beavercreek OH 01/2025 08/2025
Lpl Financial Llc Beavercreek OH 05/2025 08/2025
Peak Retirement Planning, Inc. Columbus OH 08/2025 Present
  • 01/2024 → 01/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2023 → 01/2024
    Wright-Patt Credit Union
    Beavercreek, OH
  • 06/2019 → 01/2023
    Mathnasium
    Beavercreek, OH
  • 01/2023 → 04/2023
    Buckingham Advisors
    Centerville, OH
  • 05/2014 → 06/2019
    Beavercreek Public Schools
    Beavercreek, OH
  • 07/2023 → 08/2023
    Ncr Country Club
    Kettering, OH
  • 01/2022 → 05/2024
    Wright State University
    Fairborn, OH
  • 01/2024 → 01/2025
    Wright-Patt Credit Union
    Beavercreek, OH
  • 01/2025 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2025 → 08/2025
    Wright-Patt Credit Union
    Beavercreek, OH
  • 05/2025 → 08/2025
    Lpl Financial Llc
    Beavercreek, OH
  • 08/2025 → Present
    Peak Retirement Planning, Inc.
    Columbus, OH
Previous Registrations
  • 2025-05-15 → 2025-08-04
    Lpl Financial Llc
    Beavercreek, OH
  • 2024-08-06 → 2025-05-15
    Cuso Financial Services, L.P.
    Beavercreek, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05
Other Names
  • Chase Bennett

View on SEC IAPD

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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

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