Unclaimed
Dominic Garris is an investment advisor representative with Peak Retirement Planning, Inc., a firm based in Columbus, Ohio. Dominic is registered with the state of Ohio and Louisiana. Dominic is a Series 65 licensed individual. Dominic also has a business, DGARRIS ENTERPRISES, LLC, which is not investment-related. Dominic's focus is on financial planning and portfolio management for individuals. Peak Retirement Planning, Inc. manages over $150 Million for individual clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OH
07/30/2022 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
IA
Issued 07/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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