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William Ignatius Russo

William Ignatius Russo

CFP®
PEAK WEALTH SOLUTIONS
PEPPER PIKE, OH
·CRD# 2349883·33 years experience

Professional Summary

William Ignatius Russo, CFP® is a registered financial advisor currently at PEAK WEALTH SOLUTIONS located in Pepper Pike, Ohio. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Retirement Income Management
  • Retirement Planning
  • Employee and Employer Plan Benefits
  • Budgeting
  • Comprehensive Financial Planning
  • Investment Planning
  • Education Planning

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2003

Years of Experience

33 years in the financial services industry

Current & Past Employments

PEAK WEALTH SOLUTIONS·CRD# 127391
RIA
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124
April 11, 2025 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
Solon, OH
October 11, 2024 - December 31, 2024
OSAIC WEALTH, INC.·CRD# 23131
BD
Solon, OH
October 11, 2024 - December 31, 2024
AMERICAN PORTFOLIOS ADVISORS, INC·CRD# 112697
RIA
Holbrook, NY
August 25, 2008 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.·CRD# 18487
BD
Pepper Pike, OH
August 21, 2008 - October 11, 2024
CONCORD EQUITY GROUP ADVISORS, LLC·CRD# 143315
RIA
Solon, OH
May 9, 2007 - September 19, 2008
THE CONCORD EQUITY GROUP, LLC·CRD# 14569
RIA
Solon, OH
January 16, 2003 - April 27, 2007
THE CONCORD EQUITY GROUP, LLC·CRD# 14569
BD
Solon, OH
May 26, 1998 - August 18, 2008
EMISSARY FINANCIAL GROUP, INC.·CRD# 44568
BD
Mentor, OH
April 7, 1998 - August 12, 1998
MONEY CONCEPTS CAPITAL CORP·CRD# 12963
BD
Palm Beach Gardens, FL
June 1, 1993 - March 17, 1998

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Current Firm

PW
PEAK WEALTH SOLUTIONS

D.B.A HILL & ASSOCIATES | PEAK WEALTH SOLUTIONS, INC. | PEAK WEALTH SOLUTIONS | J.R. HILL & ASSOCIATES, INC. | HILL FINANCIAL GROUP | HILL & ASSOCIATES

CRD#: 127391 / SEC#: 801-71071
RIA
Registered Investment Advisory firm - SEC (2/25/2010 Approved)
Ohio
Registered Investment Advisory firm - Ohio (3/29/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124

Phone Number

(216) 370-7887

# of Employees

10

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PEAK WEALTH SOLUTIONS FIRM BROCHURE DTD 3/15/2026 (3/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,192

AUM (Assets Under Management)

$911,579,977

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Other Business Name: Peak Wealth Solutions 2.Investment Related? Yes 3.Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 4.Nature of Other Business: Registered Investment Advisor 5.Position/Title/Relationship with Other Business: Investment Advisor Representative 6.Start Date: 04/2025 7.Hours Per Month: 160 8.Market Hours Per Month: 160 9.Duties Related to Other Business: Provide Investment Advisory Services 1.Other Business Name: Osaic Wealth, Inc. 2.Investment Related? Yes 3.Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 4.Nature of Other Business: Broker-Dealer 5.Position/Title/Relationship with Other Business: Registered Representative 6.Start Date: 10/2024 7.Hours Per Month: 16 8.Market Hours Per Month: 16 9.Duties Related to Other Business: Provide Broker Dealer Services 1.Other Business Name: Cuyahoga County Library Foundation 2.Investment Related? No 3.Address of Other Business: 2111 Snow Road, Parma, OH 44134 4.Nature of Other Business: Not for Profit Library 5.Position/Title/Relationship with Other Business: Treasurer 6.Start Date: 09/2002 7.Hours Per Month: 2 8.Market Hours Per Month: 2 9.Duties Related to Other Business: 1.Other Business Name: Securus Financial Strategies 2.Investment Related? No 3.Address of Other Business: 32200 Arthur Rd, Solon, OH 44139 4.Nature of Other Business: Process Tax Return and Accounting Invoices 5.Position/Title/Relationship with Other Business: Owner 6.Start Date: 08/2008 7.Hours Per Month: 10 8.Market Hours Per Month: 0 9.Duties Related to Other Business: 1.Other Business Name: Greater Cleveland Adult Baseball 2.Investment Related? No 3.Address of Other Business: 32200 Arthur Rd, Solon, OH 44139 4.Nature of Other Business: Non-profit adult baseball organization 5.Position/Title/Relationship with Other Business: President 6.Start Date: 01/2010 7.Hours Per Month: 15 8.Market Hours Per Month: 1 9.Duties Related to Other Business: Organize and run league operations 1.Other Business Name: Solon Italian Club Scholarship Foundation 2.Investment Related? No 3.Address of Other Business: PO Box 39602, Solon, Ohio 44139 4.Nature of Other Business: Scholarship Foundation 5.Position/Title/Relationship with Other Business: Trustee/Board Member 6.Start Date: 10/2025 7.Hours Per Month: 2 8.Market Hours Per Month: 0 9.Duties Related to Other Business:

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PEAK WEALTH SOLUTIONS

D.B.A HILL & ASSOCIATES | PEAK WEALTH SOLUTIONS, INC. | PEAK WEALTH SOLUTIONS | J.R. HILL & ASSOCIATES, INC. | HILL FINANCIAL GROUP | HILL & ASSOCIATES

CRD#: 127391 / SEC#: 801-71071
RIA
Registered Investment Advisory firm - SEC (2/25/2010 Approved)
Ohio
Registered Investment Advisory firm - Ohio (3/29/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Ohio
(4/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1996About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1993About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 1998About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William Ignatius Russo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by William

  • Retirement Income Management
  • Retirement Planning
  • Employee and Employer Plan Benefits
  • Budgeting
  • Comprehensive Financial Planning
  • Investment Planning
  • Education Planning

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William Ignatius Russo
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