Chad Jeff Peterson
Investment Adviser Representative at Valmark Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Jeff Peterson is an investment adviser representative with Valmark Advisers, Inc. in Rice Lake, WI, where they have been registered since 2021. They have worked in the securities industry since 2019 and were previously registered with Wipfli Financial Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Minnesota, and Wisconsin.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Minnesota, Wisconsin
- Broker:
3 states and territories
Minnesota, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wipfli Financial Advisors, LLCMay 2018 – Aug 2020Minneapolis, MN
- Allete, Inc.Jun 2017 – May 2018Duluth, MN
- Anderson, Hager AND MOEJan 2017 – Apr 2017Spooner, WI
- University OF Minnesota - DuluthAug 2014 – Dec 2018Duluth, MN
- Business and Estate Advisers of WI, IncAug 2020 – no end date reportedRice Lake, WI
- Valmark Advisers, Inc.Jul 2021 – no end date reportedAkron, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valmark Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Less than $1,000,0001.95%
- $1,000,001 to $2,000,0001.75%
- $2,000,001 and above1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 291
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Akron, OH
- SEC file number:
- 801-55564
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Valmark Advisers, Inc.
Showing 12 of 291 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Jeff Peterson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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