This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PEAK RETIREMENT PLANNING, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 21, 2022

First registration

Nov 19, 2022

Dual registered

no

Other names

Cole Schrock

IAPD individual key

7589777

• Occurred

  Sep 11, 2023
  Advisor changed firm

  Cole Stahly Schrock left Private Advisor Group, Llc for Peak Retirement Planning, Inc. (registered 2023-09-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:66b0bd2d-bdc3-624a-3bf0-e19b94202f64

First observed

Nov 19, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.