Managing Director of WealthStone Insurance Consultants, Inc.

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Brad Peterson,

CLU, LLIF 

Brad Peterson is the Managing Director of Wealth Insurance Consultants, Inc. He received his bachelor’s degree in Finance from the University of Toledo and began his insurance career in 1987 with MetLife. Brad has held a variety of positions starting as an agent to National Sales Manager. Over the years he has worked with in multiple distribution channels catering to high net worth clients designing and implement creative solutions to solve client’s protections needs. Brad’s technical knowledge of life insurance products and design expertise has enabled him to provide clients with enhanced performance of their insurance portfolio.

Brad Peterson, CLU, LLIF

Managing Director of WealthStone Insurance Consultants, Inc.

Brad earned his LLIF (LIMRA Leadership Institute Fellow) Designation from The Wharton School in 2005 and his CLU (Charted Life Underwriter) Designation from the American College in 2006.

Brad resides in Westerville with his wife Cindy, they have 2 grown children. Brad and Cindy are avid fans of Ohio State football and Columbus Blue Jackets hockey. Brad enjoys golfing and is a member at The Medallion Club.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431 1-800-765-5201. WEALTHSTONE LLC is a separate entity from Valmark Securities.

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If you want to get in touch with me, just drop a note into the form below and it will come right to me.

– Brad Peterson