Brooke
Petersen

Conrad Siegel Investment Advisors

CRD#5764068
Investment Advisor
in Harrisburg, PA

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About this Advisor

Brooke Petersen is a certified financial planner and chartered financial consultant who works out of Harrisburg, Pennsylvania who has 7 years of industry experience. Petersen works at Conrad Siegel Investment Advisors. Petersen has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Conrad Siegel Investment Advisors Inc. Petersen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Conrad Siegel Investment Advisors is an advisory company based in Harrisburg, PA. The firm has offices in two locations and a total of 26 people on staff. It controls $7 billion in assets under management across its 873 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 873 client accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees typically vary depending on which services are provided. However, fee types billed by Conrad Siegel Investment Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

501 Corporate Circle
Harrisburg, PA 17110

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Conrad Siegel Investment Advisors Brokerage Details

Total Assets Under Management

$6,987,640,642

PA Average: $15,833,994,310
Total Number of Employees

26

PA Average: 41
Total Number of Accounts

873

PA Average: 3,342
Average Account Size

$8,004,170

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Brooke Petersen Work History

Brooke has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Conrad Siegel Investment Advisors Inc

2010 - 2016 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2016 (6 years)

Bank Of America, Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brooke Petersen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Conrad Siegel Investment Advisors

Sean Duffy
Harrisburg, PA
Melissa Hoch
Harrisburg, PA
Brianna Mumma
Harrisburg, PA
Mark Dixon
Lancaster, PA
Bansari Patel
Harrisburg, PA
Catherine Azeles
Harrisburg, PA
Thomas Terhaar
Harrisburg, PA
Michael Hoyle
Harrisburg, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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