Dylon Woolwine
Investment Adviser Representative at PEAK Retirement Planning, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dylon Woolwine is an investment adviser representative with PEAK Retirement Planning, Inc. in Columbus, OH, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with LPL Enterprise, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Enterprise LLCJan 2026 – Apr 2026Newark, NJ
- Wendy'sAug 2020 – Aug 2022Grove City, OH
- FedExMay 2023 – Aug 2023Grove City, OH
- BGSU DiningSep 2023 – May 2024Bowling Green, OH
- Swan ManufacturingMay 2024 – Aug 2024Columbus, OH
- Swan ManufacturingMay 2025 – Aug 2025Columbus, OH
- UPSOct 2025 – Oct 2025North Baltimore, OH
- White Water ExpressOct 2025 – Apr 2026Bowling Green, OH
- FedExMay 2024 – May 2024Grove City, OH
- Bowling Green State UniversityAug 2022 – Sep 2025Bowling Green, OH
- Grove City High SchoolJan 2016 – Aug 2020Grove City, OH
- Swan ManufacturingDec 2024 – Jan 2025Columbus, OH
- Bowling Green State UniversityAug 2023 – May 2024Bowling Green, OH
- PEAK Retirement Planning, Inc.May 2026 – no end date reportedColumbus, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PEAK Retirement Planning, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Columbus, OH
- SEC file number:
- 801-130337
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at PEAK Retirement Planning, Inc.
Showing 12 of 15 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dylon Woolwine has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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