EM
Erin M. Muterspaugh
PEAKVALLEY WEALTH
Roanoke, VA 24018
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CRD#: 7126963
EM
Professional summary
Erin Melissa Muterspaugh, who also goes by Erin Muterspaugh, Erin Melissa Ruitenberg, Erin Ruitenberg, is a registered financial advisor currently at PEAKVALLEY WEALTH, LLC located in Roanoke, Virginia.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Erin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erin Muterspaugh | Erin Melissa Ruitenberg | Erin Ruitenberg
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Brogdon Machine, Inc.; Blue Springs, MO; non-investment related; minority owner; start date 11/2015; approximately 0 hours per month; approximately 0 hours during trading hours (2)PeakValley Insurance, LLC; Yes; Roanoke, VA; Insurance services; Insurance Agent; 09/2023; 5/MO; 5/MO (3)Run for Donuts 5k and Fun Run; No; Salem, VA; Non-profit; Board Member; 03/2016; 2/MO; 1/MO
CRS (Client Relationship Summary) - RIA
Click below to view Erin Melissa Muterspaugh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 18, 2019 - Present
PEAKVALLEY WEALTH, LLC
Office #1: 2762 Electric Road Suite C, Roanoke, VA 24018RIA
CRD#: 165542
Roanoke, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PEAKVALLEY WEALTH, LLC
BWS ADVISORS LLC | SHRADER WEALTH ADVISORS, LLC | SHRADER INVESTMENT COMPANY, LLC | PEAKVALLEY WEALTH, LLC
CRD#: 165542 / SEC#: 801-132121
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)Louisiana
Registered Investment Advisory firm - (3/13/2025 Terminated)Virginia
Registered Investment Advisory firm - (3/15/2025 Terminated)West Virginia
Registered Investment Advisory firm - (4/1/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(6/18/2019)
IAR
West Virginia(6/26/2019)
Current Firm
PW
PEAKVALLEY WEALTH, LLC
BWS ADVISORS LLC | SHRADER WEALTH ADVISORS, LLC | SHRADER INVESTMENT COMPANY, LLC | PEAKVALLEY WEALTH, LLC
CRD#: 165542 / SEC#: 801-132121
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)Louisiana
Registered Investment Advisory firm - (3/13/2025 Terminated)Virginia
Registered Investment Advisory firm - (3/15/2025 Terminated)West Virginia
Registered Investment Advisory firm - (4/1/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2762 Electric Road Suite C, Roanoke, VA 24018
Mailing Address
Po Box 20107, Roanoke, VA 24018
Phone number
(540) 904-7969
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 474 |
| AUM (Assets Under Management) | $ 126,922,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
