KK
Kevin J. Kocsis
PEAK WEALTH SOLUTIONS
PEPPER PIKE, OH 44124
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CRD#: 5416977
KK
Kevin John KocsisPEAK WEALTH SOLUTIONS
Professional summary
Kevin John Kocsis is a registered financial advisor currently at PEAK WEALTH SOLUTIONS located in Pepper Pike, Ohio and OSAIC WEALTH, INC. located in Pepper Pike, Ohio.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kevin has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Aliases
None
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. Name: Peak Wealth Solutions Investment Related? Yes Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 Nature of Other Business: Registered Investment Advisor Position/Title/Relationship with Other Business: Investment Advisor Representative Start Date: 09/2025 Hours Per Month: 160 Market Hours Per Month: 160 Duties Related to Other Business: Provide Investment Advisory Services 2. Name: Osaic Wealth, Inc. Investment Related? Yes Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 Nature of Other Business: Broker-Dealer & IA Representative Position/Title/Relationship with Other Business: Registered Representative & IA Representative Start Date: 9/2025 Hours Per Month: 16 Market Hours Per Month: 16 Duties Related to Other Business: Provide Broker Dealer Services 3. Name: Kevin Kocsis - Rental Property Investment Related? No Address of Other Business: 1222 Hathaway Ave, Lakewood, OH 44107 Nature of Other Business: Rental Property Position/Title/Relationship with Other Business: Owner/Landlord Start Date: 08/23/2013 Hours Per Month: 1 Market Hours Per Month: 0 Duties Related to Other Business: Landlord and Property Owner 4. PEAK WEALTH SOLUTIONS, INC. POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2025 ADDRESS: 30195 Chagrin Blvd. #360, Pepper Pike OH 44124, United States DESCRIPTION: Independent RIA. Investment related business, financial planning, retirement plan consulting.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin John Kocsis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 2, 2026 - Present
PEAK WEALTH SOLUTIONS
Office #1: 30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124RIA
CRD#: 127391
PEPPER PIKE, OH
Current
September 11, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 30195 Chagrin Blvd Ste 360, Pepper Pike, OH 44122RIA
BD
CRD#: 23131
PEPPER PIKE, OH
Past
September 12, 2025 - July 29, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SCOTTSDALE, AZ
Past
February 7, 2022 - June 10, 2025
MORGAN STANLEY
RIA
CRD#: 149777
Denver, CO
Past
February 7, 2022 - June 10, 2025
MORGAN STANLEY
BD
CRD#: 149777
Denver, CO
Past
August 10, 2020 - December 31, 2021
USI SECURITIES, INC.
RIA
CRD#: 43793
Greenwood Village, CO
Past
August 10, 2020 - December 31, 2021
USI SECURITIES, INC.
BD
CRD#: 43793
Greenwood Village, CO
Past
April 26, 2018 - July 6, 2020
CBIZ INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 286002
Denver, CO
Past
August 12, 2010 - July 6, 2020
CBIZ FINANCIAL SOLUTIONS, INC.
RIA
CRD#: 16678
Denver, CO
Past
September 11, 2007 - July 6, 2020
CBIZ FINANCIAL SOLUTIONS, INC.
BD
CRD#: 16678
CLEVELAND, OH
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 - (2/25/2010 Approved)Ohio
Registered Investment Advisory firm - (3/29/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Ohio(9/12/2025)
IAR
Ohio(1/2/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/2/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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 - (2/25/2010 Approved)Ohio
Registered Investment Advisory firm - (3/29/2014 Terminated)Loading...
Contact information
Main Address
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124
Mailing Address
Phone number
(216) 370-7887
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,040 |
| AUM (Assets Under Management) | $ 789,182,723 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
