PEAK RETIREMENT PLANNING, INC.
CRD #317592 SEC #801-130337 COLUMBUS, OH (614) 500-4121
SEC Registered
Total AUM
$416.4M
Discretionary
$416.4M
Employees
21
Clients
0
Accounts
2,940
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
| SCHMITZ, JR., JOSEPH, FRANCIS | I | CEO / CCO | E | Control |
Registrations
Federal
IA
Aug 26, 2025 REGISTERED
Notice Filings (20)
CA CO FL GA IL IN KS LA MD MI MO NC NE NY OH PA TX VA WA WI
Address
3600 OLENTANGY RIVER ROADBUILDING 501
COLUMBUS, OH 43214
United States
Phone: (614) 500-4121