Peter John Tomassi
CFP®Professional Summary
Peter John Tomassi, CFP®, who also goes by Peter Tomassi, is a registered financial advisor currently at TOMASSI FINANCIAL PLANNING, LLC located in Derby, Kansas. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Peter has worked at 6 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Peter Tomassi
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
TOMASSI FINANCIAL PLANNING, LLC
Contact Information
Main Address
Derby, KSMailing Address
5025 E. Kellogg Drive, Wichita, KS 67218Phone Number
(970) 232-8851# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
80AUM (Assets Under Management)
$23,250,000Similar Advisors
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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.
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State Registrations and Notice Filings
(2/22/2013)
(8/20/2025)
(4/18/2013)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter John Tomassi's CRS (Customer Relationship Summary).
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