Broker Check

949 Philadelphia Street, Indiana, PA 15701

(724) 349-3006
Bradley L. Peterson, CRPC®, AIF®, CSSCS®Founder & CEO – Beacon Legacy Planners, LLCInvestment Executive – Osaic Institutions, Inc.

Bradley L. Peterson, CRPC®, AIF®, CSSCS®
Founder & CEO – Beacon Legacy Planners, LLC
Investment Executive – Osaic Institutions, Inc.

(724) 349-3006 x128

brad@beaconlegacyplanners.com

Brad has been in the financial services industry since 1991. He has extensive experience in Wealth Management, focused within the financial disciplines of Brokerage, Insurance, Asset Management, Trust and Financial Planning. His primary professional objective has been and continues to be, providing an exceptional client experience while helping his clients accumulate, preserve and distribute wealth. Brad provides financial advice and planning services for both individual and institutional clientele.

Brad is a Chartered Retirement Planning Counselor®, an Accredited Investment Fiduciary®, Certified in Social Security Claiming Strategies®, an Investment Executive and Investment Adviser Representative and with Osaic Institutions, Inc., and holds Series 6, 7, 24, 63 & 66 securities registrations, as well as PA Life, Accident and Health & Variable Annuity Insurance Licenses.

Brad is an active member in the community, volunteering his time to serve as a Board Member of Indiana University of Pennsylvania – Research Institute (IUP – RI) – serving on the Finance Committee; as well as the Board President of the Indiana County Leadership Council for Junior Achievement of Western Pennsylvania. Board Member of the Indiana County Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Former Board Member Junior Achievement of Western Pennsylvania – serving on the Finance Committee, as well as former Board member of The Foundation for Indiana University of Pennsylvania (FIUP) – serving on the Investment and Governance Committees, as well as former Board Member of Residential Revival Indiana of the FIUP. Former Board Officer and Treasurer of the United Way of Indiana County, and former Board Member for the YMCA of Indiana County.

Brad is a graduate of the University of Pittsburgh with a Bachelor of Arts Degree in Business Economics with a concentration in Finance. In his spare time Brad enjoys outdoor activities, skiing, bicycling, fly-fishing and travel. He and his wife, Diane, reside in White Township, Indiana, Pennsylvania.