Unclaimed Profile

Gregory Michael Gromek

PEAK WEALTH SOLUTIONS, INC.·PEPPER PIKE, Ohio

SIE, Series 7, Series 66Clean record25 years registeredPEAK WEALTH SOLUTIONS, INC.

30195 CHAGRIN BLVD., PEPPER PIKE, OH 44124CRD# 4348887Firm CRD# 127391

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Michael Gromek · PEPPER PIKE, OH

Registration

CRD #4348887 · PEAK WEALTH SOLUTIONS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

PEAK WEALTH SOLUTIONS

Aug 2016 – present

PRIVATE ADVISOR GROUP, LLC

Nov 2013 – Jul 2016

PEPPER PIKE, OH

LPL FINANCIAL LLC

Nov 2013 – Aug 2016

PEPPER PIKE, OH

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2001 – Nov 2013

PEPPER PIKE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 20, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEAK WEALTH SOLUTIONS, INC.

CRD 127391 · SEC 801-71071

AUM

$658M

Regulatory assets under management

Employees

2,012 client accounts

Services offered by PEAK WEALTH SOLUTIONS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PEAK WEALTH SOLUTIONS, INC. →

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PEPPER PIKE?

Browse all registered financial advisors in PEPPER PIKE, Ohio or claim this profile if it's yours.

Browse PEPPER PIKE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory Michael Gromek offer?

Gregory Michael Gromek specializes in Financial Planning, Investment Management. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are Gregory Michael Gromek's credentials?

Gregory Michael Gromek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Michael Gromek located?

Gregory Michael Gromek is based in PEPPER PIKE, Ohio, working with PEAK WEALTH SOLUTIONS, INC.. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does Gregory Michael Gromek charge for services?

Gregory Michael Gromek's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEAK WEALTH SOLUTIONS, INC.?

PEAK WEALTH SOLUTIONS, INC. has approximately 11 employees and manages $658M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →