Broker Check
Dave R. Peters, CLU®

Dave R. Peters, CLU®

Consultant

Main: 216.642.7878

Mr. Peters works primarily with seniors to help them navigate through the options that come with Medicare eligibility and in the selection of supplemental plans to provide the best coverage to meet their individual needs.  He also works with individuals on plans to preserve their assets for their heirs.    

Dave began had a distinguished career for more than 30 years as a Group Insurance Sales Representative and as a Manager, working in Minnesota, Iowa, and Ohio.  Dave joined Vantage Financial Group as a Benefits Consultant in 2003.

He is a graduate of St. Cloud University with a Bachelor of Arts (B.A.) in History and Political Science.  He is a member of the Society of Financial Services Professionals (SFSP).

Dave is a Registered Administrative Assistant of Cetera Advisor Networks LLC, member FINRA/SIPC. He has the Series 6 Investment
Company & Variable Contract products representative registration.  He is licensed to sell Life, Accident & Health, and Annuity insurance in Ohio and several other states.