Team Profile

As the team leader for insurance advisors, I work with our clients to develop creative insurance strategies that help protect their future and align with their financial plan. Our team will design a customized insurance program personalized to a client’s unique financial situation. My goal is to provide quality coverage with the best value available in the market.

More than 30 years of insurance industry experience provides me with a refined perspective in designing an insurance strategy that is tailored for a client’s individual financial objectives. Clients who work with me can expect transparent communication, open dialogue, and a team dedicated to serving their best interests. My role is centered around helping clients protect what they have worked so hard to build and to leave a lasting legacy for the future. What matters to my clients matters to me.

 

*Bradley Peterson is a registered representative who offers securities through ValMark Securities, Inc., Member FINRA, SIPC. 130 Springside Dr. #300, Akron, OH 44333, 330-576-1234. Certain insurance products offered though Sequoia Financial Insurance Agency, LLC. Sequoia Financial Advisors, LLC and related entities are separate entities from ValMark Securities, Inc.

Check the background of this investment professional on FINRA’s BrokerCheck.

Professional Accreditations & Education

  • University of Toledo – Bachelor of Business Administration in Finance
  • Series 6, 26, 63 through Valmark Securities, Inc.
  • Life, Accident, and Health Licenses

Industry Involvement

  • Member of the Financial Service Professionals, Columbus Chapter
  • Member of the Worthington Estate Planning Council

Up Close

  • Makes his home in Westerville, OH with his wife, Cindy
  • Enjoys golf, hockey and attending Ohio State football and Columbus Blue Jackets games
  • Is a retired Ice Hockey Official

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Bradley Peterson, CLU, LLIF, CLTC | Sequoia Financial Group

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