Bradley (Brad) Peterson has over 30 years of insurance and financial services experience, serving most recently as Vice President of Insurance for Sequoia Financial Group. Mr. Peterson specializes in helping families understand their wealth transfer issues and how insurance planning may benefit them. Mr. Peterson enjoys working with other advisors, CPAs, estate planning attorneys, and family offices in providing technical advice on insurance planning for estates and business owners.

Long Road Risk Management Services, LLC

130 Springside Drive
Suite 120
Akron, OH 44333
(330) 576-1221

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Long Road Risk Management Services, LLC is an affiliate of Valmark Securities, Inc.

Customer Relationship Summary (CRS)