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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Nordquist is a registered Investment Advisor Representative with Peak Retirement Planning, Inc. Samuel is licensed in Ohio. Samuel has been in the industry since 2021 and has experience with insurance sales and investment-related services. Samuel has a Series 65 license and specializes in financial planning and portfolio management.
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
09/15/2023 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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