Brooke S Petersen
Investment adviser representative at Conrad Siegel Investment Advisors
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$12.1BFirm assets
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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
Experience
10 years in the industry.
- Conrad Siegel Investment Advisors Inc.Aug 2016 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Conrad Siegel Investment Advisors
Legal name: Conrad Siegel Investment Advisors, Inc.
$12.1BAssets managed
570Clients
24Advisers
22 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
- 5764068
- Firm CRD
- 123560