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.
| Title | Managing Principal / Retirement Plan Consultant |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2016 |