Rodney Peters, financial advisor Westerville OH

Rodney Peters

CRD Number: 6620746
Current Firm: Peters Wealth Group

Rodney Peters (CRD# 6620746) is an Investment Advisor Representative working at Peters Wealth Group in Westerville, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Peters Management Group Llc Dba Peters Wealth Group Westerville, OH Sep 2021 - Current 2
Peters Management Group Llc Dba Peters Wealth Group Westerville, OH Aug 2021 - Current 2
Aegis Wealth Management, Inc. Guthrie Center, IA Aug 2021 - Jan 2022 < 1
Eastwind Capital Wealth Management Westerville, OH Mar 2019 - Aug 2021 2
Guardian Life Ins Columbus, OH Jun 2016 - Mar 2019 2
Park Avenue Securities Columbus, OH May 2016 - Mar 2019 2
Exel Direct / Mxd Group New Albany, OH Jul 2007 - Jun 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2017
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Rodney C. Peters
Phone Number: (614) 865-2111
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $103,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

OH, TX

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