Chase Morgan Bennett

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

• 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

• S66 Uniform Combined State Law Examination
  2024-08-05

Other Names

• Chase Bennett