Peters Wealth Group

Peters Wealth Group (CRD# 316813) is a financial advisory firm headquartered in Westerville, OH. They manage $18,267,655 in 176 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
470 Olde Worthington Road, #200, Westerville, OH 43082
http://peterswealthgroup.com/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Peters Wealth Group
Showing 1 - 1 of 1 top financial advisors.
1
Rodney Peters, financial advisor Westerville OH
Rodney C. Peters
CRD#: 6620746
470 Olde Worthington Road, #200, Westerville, OH 43082

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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