Joe Conzelman's Contact Details

Joe Conzelman's Company Details

HUB Retirement and Wealth Management

Houston, Texas, United States • 14 Employees
Financial Services

HUB Retirement and Wealth Management, formerly Peak Financial Group, specializes in retirement plan consulting and services. Located in Houston Texas, the team collectively manages over $2.5 billion in corporate and governmental retirement plan assets. We have built a notable presence in the retirement plan marketplace by offering customized 401(k), 403(b), 457(b) and Nonqualifed plan advisory services to entities of all sizes. Now more than ever, retirement plans are under greater scrutiny. We work with plan sponsors and fiduciaries to create a sustainable, repeatable, & documented process, which in turn helps manage their fiduciary liability.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor. Other advisory services offered through Global Retirement Partners, LLC (GRP), and HUB International Investment Advisor Services LLC (HIIA), both SEC registered investment advisors. GRP, HIIA and HUB Retirement and Wealth Management are separate and non-affiliated with LPL Financial. We are licensed to sell insurance in the following jurisdictions: Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Kansas, Indiana, Louisiana, Maryland, New Mexico, Ohio and Pennsylvania.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Texas, Arizona, California, Colorado, Indiana, Louisiana, Maine, Maryland, Ohio and Pennsylvania.*California Insurance Licensing (Janine J. Moore), State of Domicile: Texas. CA Insurance License #OE31384Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.