Peter Chadwick, CLU, ChFC, CEPA, CASL
Financial Advisor
Domicile State: MI
California Insurance License #: 0M25583
California Insurance License #: 0M25583
Professional Specialties:
• Personal & Business Life, Disability Income and Long Term Care Insurance
• Profit Sharing/401(k)/403(b) Plans
• Pre-Retirement Planning
• Education Funding
• Financial/Estate Planning
• Investment Advisor Representative*
Qualifications:
- Provider of Quality Retirement Plans and Financial Planning
- Attended Muskegon Community College
- Attended Grand Valley State University
- Chartered Life Underwriter (CLU) – American College
- Chartered Financial Consultant (ChFC) – American College
- Chartered Advisor for Senior Living (CASL) - American College
- Certified Exit Planning Advisor (CEPA) - Exit Planning Institute
- Registered Representative of MML Investors Services, LLC*
- Member and former Board member, West Michigan Estate Planning Council
- Member, National Association of Insurance and Financial Advisors
- Qualifying Member, Million Dollar Round Table
- Member, Grand Rapids Association of Insurance and Financial Advisors
- Member, Society of Financial Services Professionals
Personal:
- Native of Muskegon, MI
- Resident of Grand Rapids Township
- Married and father of a daughter, son & two step daughters
- United States Navy Veteran- Disability Retirement
- Board member, Safe Haven Ministries
- Former Board member, Past President, Y Service Club
- Stephen’s Minister
- Interests include: Biking, Swimming, Running, Tennis, & Reading
Peter J. Chadwick is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC Member SIPC (www.spic.org). Supervisory Office: 3000 Town Center, Suite 3100 Southfield, MI 48075 (248) 357-7600. Pinnacle Wealth Advisors, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.