Peter Chadwick, CLU, ChFC, CEPA, CASL

Financial Advisor

Domicile State: MI
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.

Phone 616-301-6712
Fax 616-447-4381