Brooke S Petersen

Employer firm

Conrad Siegel Investment Advisors CRD 123560

$10.1B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
401(K) PARTICIPANT CONSULTING AND EDUCATIONAL SERVICES

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

Current Employers

Conrad Siegel Investment Advisors

501 Corporate Circle, Harrisburg, PA 17110 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-09-16

PA RA
APPROVED

Since 2016-09-16

Branch Locations

501 Corporate Circle, Harrisburg, PA 17110 • United States

201 Granite Run Dr Suite 130, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Conrad Siegel Investment Advisors Inc.	Harrisburg	PA	08/2016	Present

08/2016 → Present

Conrad Siegel Investment Advisors Inc.

Harrisburg, PA

Previous Registrations

2010-03-30 → 2016-07-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Camp Hill, PA

York, PA

Pepper Pike, OH

Columbus, OH

Other Businesses

1. Boy Scouts of America - Dutch Council; 630 Janet Ave., Lancaster, PA; Investment Committee Member; Investment-related; Approximately .25 hours per month spent. 2. FPA of Central PA; 1131 Sandpiper Ct. Mechanicsburg, PA; Board Member; Not investment-related; Appoximately .5 hours per month spent. 3. United Disabilites Services Foundation; 2270 Eric Ct, Lancaster, PA; Investment Committee Member; Investment-related; Approximately .5 hours per month spent.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-03-26

S66 Uniform Combined State Law Examination

2010-03-26

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Brooke Spindt Petersen

View on SEC IAPD