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David Paul Kocsis

Managing Principal / Retirement Plan ConsultantPeak Wealth Solutions, Inc.CRD 4203137

About David Paul Kocsis

David Paul Kocsis is listed as Managing Principal / Retirement Plan Consultant at Peak Wealth Solutions, Inc. in Pepper Pike, OH. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Peak Wealth Solutions, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Paul Kocsis work?

David Paul Kocsis is listed as Managing Principal / Retirement Plan Consultant at Peak Wealth Solutions, Inc. on SEC Form ADV.

How much of Peak Wealth Solutions, Inc. does David Paul Kocsis own?

Form ADV reports a beneficial ownership band of 50-75%.

Peak Wealth Solutions, Inc.

TitleManaging Principal / Retirement Plan Consultant
Ownership50-75%
Control personYes
Since2016
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