Scott Bradford Peelen
Investment adviser representative at Valmark Advisers, Inc.
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$10.2BFirm assets
Are you Scott Bradford Peelen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Valmark Advisers, Inc.Jan 2024 to now
- Valmark Securities, Inc.Jan 2024 to now
- Moreno Peelen Partners LLCApr 2015 to now
- Ifp Securities, LLCMay 2019 to Jan 2024
- Independent Financial PartnersMar 2012 to Jan 2024
- LPL Financial LLCJun 2004 to May 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (FL).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2193172
- Firm CRD
- 108050