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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jul 12, 2023

First registration

Jul 26, 2023

Dual registered

no

Other names

Sarah Nicole Schwieterman|Sarah N Schwieterman

IAPD individual key

7683103

• Occurred

  Apr 15, 2025
  Advisor changed firm

  Sarah Schwieterman left Avantax Advisory Services for Peak Retirement Planning, Inc. (registered 2025-05-15)

  Form ADVobserved 5 days ago
• Occurred

  May 28, 2024
  Advisor changed firm

  Sarah Schwieterman left Anderson Financial Strategies, Llc for Avantax Advisory Services (registered 2024-06-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bae66cd2-5c99-89b0-0b85-1794cf690dd9

First observed

Jul 26, 2023

Last observed

Sep 14, 2026 6 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.