Chad Jeff Peterson
Investment adviser representative at Valmark Advisers, Inc.
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$10.2BFirm 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
- Pension consulting
Experience
12 years in the industry.
- Valmark Advisers, Inc.Jul 2021 to now
- Business and Estate Advisers of Wi, IncAug 2020 to now
- Wipfli Financial Advisors, LLCMay 2018 to Aug 2020
- Allete, Inc.Jun 2017 to May 2018
- Anderson, Hager and MoeJan 2017 to Apr 2017
- University of Minnesota - DuluthAug 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, WI).
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
- 7055264
- Firm CRD
- 108050