Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
36 years
Location
McCormick, SC
ValMark Advisers, Inc.
Multi-team
Bradley Peterson is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at firms such as New York Life Insurance Company and WealthStone Family Office, LLC. Outside of his advisory work, he serves on the board of directors and various committees of the Savannah Lakes Property Owners Association and works as a program specialist for the South Carolina Department of Parks, Recreation & Tourism. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios with implementation through mutual funds, ETFs, and separate-account managers, alongside proprietary platforms and sub-advisory relationships.
Based on ValMark Advisers, Inc.
Negotiated flat fees for planning/consulting services, typically $50 to $50,000 or more, disclosed in advisory agreement
Less than $1,000,000 - $1,000,000: 1.95% $1,000,001 - $2,000,000: 1.75% $2,000,001+: 1.50%
Commissions received by IARs as registered representatives for securities transactions and insurance commissions for insurance products
Hourly fees for planning/consulting varies depending on client needs and plan complexity, exact rate disclosed in advisory agreement
Account minimum: $50,000 Fee-only: Planning/Consulting: hourly fees from $50/hour and flat fees typically ranging from $50 to $50,000 or more, negotiated and agreed in advisory agreement
Mc Cormick, SC
Mc Cormick SC
Advisors at this office
1
Arizona · Missouri · Ohio · Pennsylvania · South Carolina
36 years of industry experience
Valmark Advisers, Inc.
2023 - Present • 3 years
Akron, OH
Valmark Securities, Inc
2023 - Present • 3 years
Akron, OH
Long Road Risk Management Services, LLC
2023 - 2024 • 1 year
Akron, OH
WealthStone Family Office, LLC
2019 - 2022 • 3 years
Columbus, OH
Farmers Financial solutions
2019 - 2019 • 1 year
Westerville, OH
Farmers insurance
2018 - 2019 • 1 year
Westerville, OH
New York Life Insurance Company - Advanced Markets Network
2016 - 2019 • 3 years
Leawood, KS
NYLIFE Distributors LLC
2016 - 2019 • 3 years
Jersey City, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Mc Cormick, SC
Cetera
Audrina Wannamaker is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, she worked for the State of California for 17 years. Outside of her advisory role, she is involved with Roop to Roots, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and access to both affiliated and third-party managers.
Series 63, Series 65
McCormick, SC
Cetera
Aaron Watson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with several firms, including Avantax and Cambridge Investment Research, and maintains roles in aviation and tax preparation businesses. He jointly owns an aviation company used for recreational and business travel and operates a tax preparation firm that provides services including estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, operating a multi-manager platform with access to various investment strategies and program options.
Series 63, Series 65
McCormick, SC
Cetera
Luke Watson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His background includes roles at Avantax and Cambridge Investment Research, along with ownership and management positions in multiple aviation-related businesses, including Watson Aviation Flight Management LLC and Watson Aviation Holdings Inc. Outside of finance, he is involved in aviation, providing contract pilot services and managing aircraft operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.
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