PC
ChFC
PC
ChFC

Peter Chadwick

30 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Peter Chadwick is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Grand Rapids, MI, with 30 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3333 Deposit Dr NE, Suite 110, Grand Rapids, MI, 49546

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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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Other Business ActivitiesSells Insurance

Peter is an insurance broker for Pinnacle Wealth Advisors, LLC, selling various insurance products including life, disability, long-term care, and fixed annuities since 2014. This activity takes a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
November 2010 - Present · 15 yrs 11 mos
MML Investors Services, LLC
April 2005 - Present · 21 yrs 6 mos
MML Investors Services, LLCBroker
April 2005 - Present · 21 yrs 6 mos
Previous Registrations
M Holdings Securities, INC.Broker
June 2001 - April 2005 · 3 yrs 10 mos
Mutual Service CorporationBroker
October 1998 - July 2001 · 2 yrs 9 mos
MML Investors Services, INC.Broker
July 1996 - October 1998 · 2 yrs 3 mos
State Registrations25 states
AZCACOFLGAIAILINKSKYMAMDMIMNMONCNMNYOHSCTNTXVAWAWI
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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