Keith Witkowski has been an investment adviser representative at Peak Wealth Solutions since March 2018, and is not listed among the firm’s executive officers or direct owners. Keith Witkowski holds a Bachelor Degree in Finance and Accounting from Ohio University.
Peak Wealth Solutions, Inc. is a Pepper Pike, OH firm with $912M under management, 718 clients and 7 advisers in one office, as of its March 2026 filing.
Keith Witkowski is Financial Advisor of Peak Wealth Solutions. Keith provides technical guidance in financial planning and general tax matters to the team and clients. He began his career in public accounting after graduating from Ohio University in 2006 and worked in public accounting and corporate finance for 9 years before moving to helping individuals with their financial affairs.
- Peak Wealth SolutionsCurrent– present · 8 yearsPepper Pike, OH · Adviser representative · Firm CRD 127391
Investment adviser representative registrations
Keith Witkowski is registered as an investment adviser representative in Ohio, since March 2018.
- OhioSince 28 March 2018
Examinations
No examinations are on Keith Witkowski’s record.
- Full name
- Keith Richard Witkowski
- CRD
- 6483423
- Firm
- Peak Wealth Solutions · CRD 127391
- Office
- 30195 CHAGRIN BLVD., SUITE 360, Pepper Pike, OH 44124
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirepeak.com
Where does Keith Witkowski work?
Keith Witkowski is an investment adviser representative registered through Peak Wealth Solutions, Inc. since March 2018, and is not listed among the firm’s executive officers or direct owners.
Is Keith Witkowski a financial advisor?
Yes. Keith Witkowski has a current investment-adviser registration in Ohio, through Peak Wealth Solutions since March 2018.
How many years of experience does Keith Witkowski have?
Keith Witkowski has 8 years in the financial industry, since March 2018, across 1 adviser firm.
Where is Keith Witkowski based?
Keith Witkowski’s registered office is in Pepper Pike, OH.
Is Keith Witkowski registered with FINRA?
No. Keith Witkowski has no current broker registration.
How can I verify Keith Witkowski’s record?
Search CRD 6483423 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Witkowski’s full registration record.
