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Scott Peelen

Valmark Advisers, INC.
34 Years of Experience
Winter Park, FL
Broker
View SEC Summary
View SEC Summary

Scott Peelen is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Winter Park, FL, with 34 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.

Valmark Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
14,890 clients
Average Client Portfolio
$683K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 West Canton Avenue, Ste. 150, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Valmark Advisers, INC.
February 2024 - Present · 2 yrs 8 mos
Valmark Securities, INC.Broker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Ifp Securities, LLCBroker
June 2019 - February 2024 · 4 yrs 8 mos
Independent Financial Partners
December 2009 - February 2024 · 14 yrs 2 mos
LPL Financial Corporation
July 2004 - June 2009 · 4 yrs 11 mos
LPL Financial LLCBroker
June 2004 - May 2019 · 14 yrs 11 mos
Ws Griffith Securities, INC.
August 1995 - June 2004 · 8 yrs 10 mos
Ws Griffith Securities, INC.Broker
August 1992 - June 2004 · 11 yrs 10 mos
Home Life Insurance CompanyBroker
August 1992 - October 1992 · 2 mos
State Registrations15 states
ALAZCACODCFLGAMDMEMINCNMSCTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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