Chad Jeff Peterson

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 08/2020
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
• 06/2017 → 05/2018
  Allete, Inc.
  Duluth, MN
• 01/2017 → 04/2017
  Anderson, Hager And Moe
  Spooner, WI
• 08/2014 → 12/2018
  University Of Minnesota - Duluth
  Duluth, MN
• 08/2020 → Present
  Business And Estate Advisers Of Wi, Inc
  Rice Lake, WI
• 07/2021 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2019-02-25 → 2020-08-26
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
  Milwaukee, WI

Other Businesses

1) Business and Estate Advisers of WI, Inc.; 738 N. Wilson Ave., Rice Lake, WI 54868; Financial Planning Specialist; Financial plan design, implementation, and monitoring; YES Investment Related; Start Date 8/14/2020; Approximately 40+ hrs. per month; paid as W2 income./// 2) B&E WI Real Estate Holdings, LLC; 738 N. Wilson Ave, Rice Lake, WI 54868; Rental LLC that owns the building that Business & Estate Advisers of WI Inc. currently occupies and rents; Owner / Member; NOT Investment Related; 09/28/2023; 49% owner of LLC; Approximately 1-5 hrs. per month; Compensation paid in the form of rental income./// 3) Rice Lake Area Scholarship Foundation; PO Box 229, Rice Lake, WI 54868; Local non-profit scholarship foundation for the purpose of providing college scholarships to local high school students; Vice President; NOT Investment Related; Start Date 04/01/2024; Approximately 1-5 hours per month; This is a volunteer position and no compensation will be paid.///

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-02
• S65 Uniform Investment Adviser Law Examination
  2019-02-25

Designations

• Certified Financial Planner