Advisor at Peak Retirement Planning, Inc.
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Firm
Peak Retirement Planning, Inc.
Location
Columbus, OH 43214
Credentials
Series 63, Series 65
Industry experience
3 years
Lance Schlosser is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Primerica Advisors and Honda of America, as well as work in juvenile detention and state park services. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts with a team of 16 advisors. The firm provides discretionary portfolio management, integrated financial planning, estate-planning assistance, and in-house tax preparation, tailoring investment strategies to clients’ risk tolerance and objectives.
Based on Peak Retirement Planning, Inc.
Based on Peak Retirement Planning, Inc.
Estate planning fees up to $25,000 per engagement; tax preparation flat rate fee negotiated per complexity
Maximum annual advisory fee of 1.50%, charged monthly in arrears based on account value
3600 Olentangy River Road, Building 501
Columbus, OH 43214
Ohio
Peak Retirement Planning, Inc.
2025 - Present (1 year)
Primerica Advisors
2023 - 2025 (2 years)
Primerica Financial Services
2022 - 2025 (3 years)
Honda of America
2022 - 2023 (1 year)
West Central Juvenile Detention Center
2021 - 2022 (1 year)
Washington State Parks
2017 - 2021 (4 years)
Sonoma County Regional Parks
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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