AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PJ

Peter William Janssen

JANSSEN PARTNERS
FAIRFIELD, IA
·CRD# 1041680·44 years experience

Professional Summary

Peter William Janssen is a registered financial advisor currently at JANSSEN PARTNERS, INC. located in Fairfield, Iowa. Peter is registered as a RR (Registered Representative) and started their career in finance in 1982. Peter has worked at 8 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
View profile
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Years of Experience

44 years in the financial services industry

Current & Past Employments

JANSSEN PARTNERS, INC.·CRD# 43940
BD
1. 1010 North B Street, Fairfield, IA 525562. 1010 North B Street, Fairfield, IA 52556
May 1, 1998 - Present
WINDSOR STREET CAPITAL, LP·CRD# 34171
BD
New York, NY
June 16, 1994 - July 15, 1999
MYD MARKET, INC·CRD# 29019
BD
New York, NY
July 1, 1993 - August 24, 1995
D. H. BLAIR & CO., INC.·CRD# 6833
BD
New York, NY
January 28, 1987 - September 28, 1994
ROONEY, PACE INC.·CRD# 6218
BD
August 26, 1985 - June 19, 1986
TEICHBERG, LOEB, WAXMAN, RABINOWITZ, INC.·CRD# 15714
BD
August 23, 1985 - September 9, 1985
LEHMAN BROTHERS INC.·CRD# 7506
BD
March 29, 1983 - February 1, 1985
BLINDER, ROBINSON & CO., INC.·CRD# 5096
BD
April 30, 1982 - April 6, 1983

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Current Firm

JP
JANSSEN PARTNERS, INC.

JANSSEN INVESTMENTS, INC. | JANSSEN PARTNERS, INC.

CRD#: 43940 / SEC#: 8-50485
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

1010 North B Street, Fairfield, IA 52556

Mailing Address

1010 North B Street, Fairfield, IA 52556

Phone Number

(641) 451-9063

Established

Delaware since 08/29/1997

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (7 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JANSSEN, PETER WILLIAMPRESIDENT/CCO/AMLCO/SERIES241041680
BURNAT, ROBERT MARKFINOP1262266

Disclosures

Regulatory Event

1

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(4/28/2023)
RR
Florida
(11/17/1998)
RR
Iowa
(1/12/2011)
RR
Nevada
(6/22/2020)
RR
New York
(7/29/1999)
RR
Puerto Rico
(10/10/2023)
RR
Texas
(5/25/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1983About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Oct 1983About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Apr 1982About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Feb 1993About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Peter William Janssen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Steven Gallegos
Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

SAN ANTONIO, TX · CRD#
KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
PJ
Follow Peter
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required