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Business Profile

Financial Planning Consultants

Peak Wealth Solutions

About

About This Business

Peak Wealth Solutions is a financial advisory firm.

BBB Accredited Since: 5/14/2002

Years in Business: 28

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
11/17/1999
Business Started:
9/1/1997
Date of New Ownership:
11/14/2016
Business Incorporated:
6/2/2000
Type of Entity:
Corporation
Business Management:
Mr. Greg Gromek, Owner/Partner
Mr. Dave Kocsis, Owner/Partner

Additional Contact Information

Principal Contacts
Mr. Greg Gromek, Owner/Partner
Customer Contacts
Mr. Dave Kocsis, Owner/Partner
Fax numbers
Primary Fax: (216) 292-7865
Additional Email Addresses
Customer Service: Email this Business
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD127391 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2026.

Financial Industry Regulatory Authority (FINRA)

1700 K Street NW

Washington DC 20006

BBB records show a license number of ODI 555472 / NPN 3400848 for this business, issued by Ohio Department of Insurance . The expiration date of this license is 4/30/2027.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

614-6442658

Fax: (614) 6443743

Website

Additional Information

Other Resources
National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
[email protected]
Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected]
Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu
U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

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