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Cameron Joseph Kaska

Peak Retirement Planning, Inc.

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About Cameron Joseph Kaska

Cameron Joseph Kaska is a registered investment advisor representative with Peak Retirement Planning, Inc. located in Columbus, OH. Cameron has been in the industry since 2024 and is currently registered with the state of Ohio. Cameron specializes in providing financial planning and portfolio management services for individuals.

Firm Information

Cameron Kaska 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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Cameron Kaska’s Registration & Firm History

OH

01/07/2025 - Present

Peak Retirement Planning, Inc. (COLUMBUS OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cameron Joseph Kaska.
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