Peter M. Mendler

RAIDER DENNIS AGENCY

Farmington, MI 48336

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CRD#: 1505231

Professional summary

Peter Martin Mendler, who also goes by Peter M Mendler, is a registered financial advisor currently at RAIDER DENNIS AGENCY located in Farmington, Michigan and MADISON AVENUE SECURITIES, LLC located in Farmington, Michigan.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Peter has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter M Mendler

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.) NAME: RAIDER DENNIS AGENCY; INV RELATED:YES; ADDRESS:32770 GRAND RIVER AVE, B200, FARMINGTON, MI 48336; NATURE:INSURANCE SALES+INVESTMENTS; POSITION:VICE PRESIDENT (50% OWNER); START DATE:1999; HOURS/MONTH:160-240; TRADING HOURS/MONTH:160-240; DUTIES:VICE PRESIDENT, CO-OWNER, SALES+MANAGEMENT 2.) NAME: RAIDER DENNIS AGENCY; INV RELATED:YES; ADDRESS:32770 GRAND RIVER AVE, #B200 FARMING, MI 48336; NATURE: RIA; POSITION:50% OWNER, INVESTMENT ADVISOR; START DATE:07/23/2021; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES: PARTIAL OWNER AND INVESTMENT ADVISOR REPRESENTATIVE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Martin Mendler'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®

None

Experience

Current

July 21, 2021 - Present

RAIDER DENNIS AGENCY

Office #1: 32770 Grand River Ave Suite B200, Farmington, MI 48336

RIA

CRD#: 314415

Farmington, MI

Current

April 4, 2019 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 32770 Grand River Ave B200, Farmington, MI 48336

RIA

CRD#: 23224

Farmington, MI

Past

April 4, 2019 - August 27, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

FARMINGTON, MI

Past

November 10, 2014 - April 4, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

FARMINGTON, MI

Past

November 7, 2014 - April 4, 2019

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

Farmington, MI

Past

September 30, 2014 - November 7, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

FARMINGTON, MI

Past

November 12, 2004 - November 7, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

FARMINGTON, MI

Past

July 2, 2002 - November 12, 2004

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

April 18, 2000 - July 9, 2002

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 18, 1999 - December 22, 1999

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

November 20, 1989 - December 11, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 19, 1989 - February 16, 1999

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

September 24, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/4/2019)

California
(4/4/2019)

Florida
(4/4/2019)

IAR

Florida
(10/5/2021)

Idaho
(4/4/2019)

Illinois
(4/17/2019)

Michigan
(4/4/2019)

IAR

Michigan
(7/21/2021)

Missouri
(1/2/2025)

Ohio
(4/4/2019)

Oregon
(4/4/2019)

Pennsylvania
(5/27/2025)

Virginia
(5/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/18/1992

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

RAIDER DENNIS AGENCY

CRD#: 314415 / SEC#:

Florida

Registered Investment Advisory firm - (10/5/2021 Approved)

Michigan

Registered Investment Advisory firm - (7/1/2021 Approved)

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Contact information

Main Address

32770 Grand River Ave Suite B200, Farmington, MI 48336

Mailing Address

Phone number

(248) 442-5000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 55,331,436

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Peter M. Mendler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Martin Mendler's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MM ASCEND LIFE INVESTOR SERVICES, LLC

OSAIC FS, INC.

NYLIFE SECURITIES LLC

INTEGRATED RESOURCES EQUITY CORPORATION

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2014

Series 63

Date: 10/23/1987

SIE

Date: 10/1/2018

Series 7

Date: 9/19/1987

Series 24

Date: 7/18/1992

FINRA

Current Firm

RAIDER DENNIS AGENCY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RAIDER DENNIS AGENCY

TRUST BUT VERIFY

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