Benjamin Shrader, financial advisor Princeton WV

Benjamin Shrader

CRD Number: 5533393
Current Firm: Peakvalley Wealth, LLC

Benjamin Shrader (CRD# 5533393) is an Investment Advisor Representative working at Peakvalley Wealth, LLC in Princeton, WV and has over 15 years of experience in the finance industry. Benjamin Shrader 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.

Similar Advisors
Richard Allen, financial advisor Princeton WV
Richard D. Allen
CRD# 1292788
4 Seasons Advisors
Similar Advisors
Roger Bell, II, financial advisor Princeton WV
Roger R. Bell, II
CRD# 4339995
Roger R. Bell & Company, Inc.
Similar Advisors
Christopher Benson, financial advisor Princeton WV
Christopher A. Benson
CRD# 2983010
Edward Jones
Professional Designations
Company Name Location Dates Years
Peakvalley Properties, LLC Princeton, WV Oct 2023 - Current < 1
Peakvalley Insurance, LLC Roanoke, VA Sep 2023 - Current < 1
Braveheart Grief Ministries, Inc. Salem, VA Jun 2018 - Current 5
Peakvalley Wealth, LLC Roanoke, VA Oct 2012 - Current 11
Benjamin Shrader- Sole Proprietor Roanoke, VA Aug 2008 - Sep 2023 15
Gradient Securities, LLC Arden Hills, MN Oct 2012 - Dec 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Benjamin W. Shrader
Phone Number: 540-904-7969
Registered State(s):
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    86
    MILLIONS
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $206,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.