PJ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
1,153 clients
Average Client Portfolio
$86K average
Assets Under Management
$99.5M
Fee Structure
Minimum Investment:$5K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $15,000
Hourly Rate:Up to $350/hr
Our maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Financial planning fees range from $1,500 to $15,000, billed 100% upon delivery of the plan. If you terminate the financial planning agreement, unearned fees will be refunded based on an hourly rate of $350.00. Retirement plan advisory fees do not exceed 1.25% annually.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Loading...
Advisor Information
Office location
925 Mezzanine Drive, Suite C, Lafayette, IN, 47905
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007Denied
Regulatory
February 1988Final
Other Business ActivitiesSells Insurance
Peter is an independent insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this. He also spends about 10-20% of his time on bookkeeping and marketing for Can Wealth Management, LLC, an entity used for advisory services.
Employment History
Current Registrations
Capital Advisor Network
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
Center Street Securities, INC.Broker
June 2020 - January 2022 · 1 yr 7 mos
Center Street Securities, INC.Broker
January 2017 - July 2018 · 1 yr 6 mos
Center Street Advisors, INC.
April 2014 - July 2018 · 4 yrs 3 mos
Center Street Securities, INC.Broker
November 2013 - November 2015 · 2 yrs
National Planning Corporation ("npc of America" in Fl & Ny)
September 2011 - November 2013 · 2 yrs 2 mos
National Planning CorporationBroker
September 2011 - November 2013 · 2 yrs 2 mos
J P Turner & Company Capital Management, LLC
January 2010 - September 2011 · 1 yr 8 mos
J.P. Turner & Company, L.L.C.Broker
December 2009 - September 2011 · 1 yr 9 mos
Wunderlich Securities, INC.
February 2008 - December 2009 · 1 yr 10 mos
Wunderlich Securities, INC.Broker
February 2008 - December 2009 · 1 yr 10 mos
Allstate Financial Services, LLCBroker
October 2006 - February 2008 · 1 yr 4 mos
Stifel, Nicolaus & Company, Incorporated
May 2002 - October 2006 · 4 yrs 5 mos
Stifel, Nicolaus & Company, Incorporated Broker
May 2002 - October 2006 · 4 yrs 5 mos
Edward Jones Broker
January 2001 - April 2002 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
April 2000 - January 2001 · 9 mos
Linsco/private Ledger CORP. Broker
April 1999 - April 2000 · 1 yr
Raymond James Financial Services, INC.Broker
January 1999 - March 1999 · 2 mos
Robert Thomas Securities, INCBroker
March 1995 - January 1999 · 3 yrs 10 mos
Linsco/private Ledger CORP. Broker
January 1995 - March 1995 · 2 mos
Wall Street Investor ServicesBroker
June 1994 - December 1994 · 6 mos
Smith Barney INC. Broker
July 1993 - June 1994 · 11 mos
Lehman Brothers INC.Broker
September 1991 - July 1993 · 1 yr 10 mos
Raffensperger, Hughes & Co., INC.Broker
July 1990 - September 1991 · 1 yr 2 mos
Prudential-Bache Securities INC.Broker
October 1989 - July 1990 · 9 mos
Private Ledger Financial Services, Incorporated Broker
February 1989 - September 1989 · 7 mos
Isfa CorporationBroker
November 1987 - February 1989 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
January 1987 - July 1987 · 6 mos
City Securities CorporationBroker
December 1986 - February 1987 · 2 mos
Edward D. Jones & Co., L.P. Broker
November 1985 - November 1986 · 1 yr
State Registrations2 states
INVA
Advisor
Exams
No exam information available for this advisor.