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Brett Patrick Stahl

Peak Retirement Planning, Inc.

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About Brett Patrick Stahl

Brett Stahl is a Registered Investment Advisor Representative. Brett has been in the financial services industry since May of 2023. Brett is registered with the state of Ohio and Louisiana. Brett is currently employed by Peak Retirement Planning, Inc..

Firm Information

Brett Stahl is currently registered with Peak Retirement Planning, Inc.. Peak Retirement Planning, Inc. is a registered investment advisor based in Columbus, OH. They specialize in providing financial planning and portfolio management services to individuals. The firm manages approximately $151.89 million in assets for 895 clients.
Peak Retirement Planning, Inc.

3600 OLENTANGY RIVER ROAD

COLUMBUS, OH 43214

$151.90M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Stahl’s Registration & Firm History

OH

05/31/2023 - Present

Peak Retirement Planning, Inc. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 05/01/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Patrick Stahl.
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