Elizabeth Peterson Wahlig
Investment Adviser Representative at MRA Advisory Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elizabeth Peterson Wahlig is an investment adviser representative with MRA Advisory Group in Parsippany, NJ, where they have been registered since 2018. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Securian Financial Services, Inc. and Chatham Wealth Management. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and Pennsylvania.
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:
- New Jersey, Pennsylvania
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.
- Falconer & Daughters, LLCApr 2011 – no end date reportedSummit, NJ
- Minnesota LIFE Insurance CompanyMay 2015 – Jan 2018St Paul, MN
- Allied Wealth PartnersMay 2015 – Jan 2018Martinsville, NJ
- Securian Financial Services, IncMay 2015 – Jan 2018St Paul, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MRA Advisory Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Subscription fee
- $0 - $249K2.00%
- $250K - $499K1.50%
- $500K - $999K1.35%
- $1M - $1,999,9991.10%
+7 more tiers on the firm profile
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
WealthBuilder Investing offers risk-based, actively managed portfolios with tax harvesting, global diversification, rebalancing and reallocation, paperless account opening, auto deposits and transfers, no fees to buy and sell securities, portfolio rebalancing, 401k/403B investment advice and trading through RetirementBuilder service, and dedicated account representatives.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Sarasota, FL
- SEC file number:
- 801-110363
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at MRA Advisory Group
7 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Peterson Wahlig 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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