Chad Peterson (CRD# 7055264) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Rice Lake, WI and has over 5 years of experience in the finance industry. Chad Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6598089
Ameriprise Financial Services, LLC
CRD# 5833198
Edward Jones
CRD# 4433485
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Valmark Advisers, Inc. | Akron, OH | Jul 2021 - Current | 2 |
Business And Estate Advisers Of Wi, Inc. | Rice Lake, WI | Aug 2020 - Current | 3 |
Wipfli Financial Advisors, LLC | Minneapolis, MN | May 2018 - Aug 2020 | 2 |
University Of Minnesota - Duluth | Duluth, MN | Aug 2014 - Dec 2018 | 4 |
Allete, Inc. | Duluth, MN | Jun 2017 - May 2018 | < 1 |
Anderson, Hager And Moe | Spooner, WI | Jan 2017 - Apr 2017 | < 1 |
Kinnicknic State Park | River Falls, WI | May 2015 - Aug 2016 | 1 |
Willow River State Park | Hudson, WI | Apr 2013 - Aug 2014 | 1 |
Hudson School District | Hudson, WI | Aug 2001 - Jun 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
S63 | Uniform Securities State Law Examination | Jul 2021 |
- WI
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- A percentage of assets under your management
- Hourly charges
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