Investment adviser representative · Peters Wealth Group
Rodney C. Peters
CRD 6620746 · Westerville, OH
At a glance
Rodney C. Peters is an investment adviser representative with Peters Wealth Group in Westerville, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rodney’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Peters Wealth GroupSince November 2021Westerville, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rodney’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Peters Wealth Group
- Steven J. KurtzWesterville
Every advisor at Peters Wealth Group →Financial advisors in Westerville, OH →Advisor Moves: who changed firms this week →