Investment Consultant
Current
Aug 2016 - Present
AeroLeads people directory · profile
Brooke Petersen Email & Phone Number
CFP®, ChFC®, Investment Consultant at Conrad Siegel
at
Conrad Siegel
1 work email found
@conradsiegel.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CFP®, ChFC®, Investment Consultant at Conrad Siegel
Location
Lancaster, Pennsylvania, United States
Company size
Who is Brooke Petersen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brooke Petersen is listed as CFP®, ChFC®, Investment Consultant at Conrad Siegel at Conrad Siegel, a company with 88 employees, based in Lancaster, Pennsylvania, United States. AeroLeads shows a work email signal at conradsiegel.com and a matched LinkedIn profile for Brooke Petersen.
Brooke Petersen previously worked as Investment Consultant at Conrad Siegel and Vice President, Merrill Lynch Banking Advisor at Bank Of America Merrill Lynch. Brooke Petersen holds Cfp® And Chfc® Certification, Financial Planning And Services from The American College Of Financial Services.
Company email context
Email format at Conrad Siegel
This section adds company-level context without repeating Brooke Petersen's masked contact details.
{first}{last}@conradsiegel.com
89% confidence
AeroLeads found 1 current-domain work email signal for Brooke Petersen. Compare company email patterns before reaching out.
Profile bio
About Brooke Petersen
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers unbiased, fee-based services backed by careful attention to detail. Its investment advisors are independent of any external financial institution and do not receive commissions, allowing them to make objective recommendations in their clients’ best interests and beyond the influence of competing financial incentives. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs.As a part of the Conrad Siegel team, I partner with clients in the areas of:• investments for individuals• investments for trusts, foundations and endowments• financial planningAll investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc., a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission.
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Electronic Trading, and 46 others.
Current workplace
Brooke Petersen's current company
Company context helps verify the profile and gives searchers a useful next step.
Conrad Siegel
6 roles · 31 years
Brooke Petersen work experience
A career timeline built from the work history available for this profile.
Vice President, Merrill Lynch Banking Advisor
May 2015 - Jul 2016
Financial Advisor
Jan 2010 - May 2015
Vice President
Mar 2001 - Apr 2009
Analyst
Chase&Mdsass Partners
1998 - 2001
~3 yrs
Analyst
Unibank A/S
1995 - 1998
~3 yrs
Team & coworkers
Colleagues at Conrad Siegel
Other employees you can reach at conradsiegel.com. View company contacts for 88 employees →
OB
Olivia Boyer
Colleague at Conrad SiegelHarrisburg, Pennsylvania, United States, United States
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JM
Jeff Myers
Colleague at Conrad SiegelHarrisburg, Pennsylvania, United States, United States
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CH
Cody Hoppey
Colleague at Conrad SiegelHershey, Pennsylvania, United States, United States
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MH
Michael Hoyle
Colleague at Conrad SiegelHarrisburg, Pennsylvania, United States, United States
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DO
Derrick Onkst
Colleague at Conrad SiegelCamp Hill, Pennsylvania, United States, United States
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AL
Abigail Leight
Colleague at Conrad SiegelYork, Pennsylvania, United States, United States
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TB
Thomas Brandt, Fsa, Ea, Maaa
Colleague at Conrad SiegelGreater Harrisburg Area, United States
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YL
Yvonne Lim
Colleague at Conrad SiegelGreater Philadelphia, United States
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ER
Erica Reinfeld
Colleague at Conrad SiegelMechanicsburg, Pennsylvania, United States, United States
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MH
Melissa Hoch
Colleague at Conrad SiegelGreater Harrisburg Area, United States
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Olivia Boyer
Colleague at Conrad SiegelHarrisburg, Pennsylvania, United States, United States
View →
JM
Jeff Myers
Colleague at Conrad SiegelHarrisburg, Pennsylvania, United States, United States
View →
CH
Cody Hoppey
Colleague at Conrad SiegelHershey, Pennsylvania, United States, United States
View →
MH
Michael Hoyle
Colleague at Conrad SiegelHarrisburg, Pennsylvania, United States, United States
View →
DO
Derrick Onkst
Colleague at Conrad SiegelCamp Hill, Pennsylvania, United States, United States
View →
AL
Abigail Leight
Colleague at Conrad SiegelYork, Pennsylvania, United States, United States
View →
TB
Thomas Brandt, Fsa, Ea, Maaa
Colleague at Conrad SiegelGreater Harrisburg Area, United States
View →
YL
Yvonne Lim
Colleague at Conrad SiegelGreater Philadelphia, United States
View →
ER
Erica Reinfeld
Colleague at Conrad SiegelMechanicsburg, Pennsylvania, United States, United States
View →
MH
Melissa Hoch
Colleague at Conrad SiegelGreater Harrisburg Area, United States
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3 education records
Brooke Petersen education
Cfp® And Chfc® Certification, Financial Planning And Services
Core Class 2018
Leadership Lancaster
Bachelor Of Science, Economics
FAQ
Frequently asked questions about Brooke Petersen
Quick answers generated from the profile data available on this page.
What company does Brooke Petersen work for?
Brooke Petersen works for Conrad Siegel.
What is Brooke Petersen's role at Conrad Siegel?
Brooke Petersen is listed as CFP®, ChFC®, Investment Consultant at Conrad Siegel at Conrad Siegel.
What is Brooke Petersen's email address?
AeroLeads has found 1 work email signal at @conradsiegel.com for Brooke Petersen at Conrad Siegel.
Where is Brooke Petersen based?
Brooke Petersen is based in Lancaster, Pennsylvania, United States while working with Conrad Siegel.
What companies has Brooke Petersen worked for?
Brooke Petersen has worked for Conrad Siegel, Bank Of America Merrill Lynch, Merrill Lynch, Jpmorgan Asset Management, and Chase&Mdsass Partners.
Who are Brooke Petersen's colleagues at Conrad Siegel?
Brooke Petersen's colleagues at Conrad Siegel include Olivia Boyer, Jeff Myers, Cody Hoppey, Michael Hoyle, and Derrick Onkst.
How can I contact Brooke Petersen?
You can use AeroLeads to view verified contact signals for Brooke Petersen at Conrad Siegel, including work email, phone, and LinkedIn data when available.
What schools did Brooke Petersen attend?
Brooke Petersen holds Cfp® And Chfc® Certification, Financial Planning And Services from The American College Of Financial Services.
What skills is Brooke Petersen known for?
Brooke Petersen is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Electronic Trading, Cash Management, Banking, Financial Planners, and Accounting.
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