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

Peter Kyle Janssen

JANSSEN PARTNERS
FAIRFIELD, IA
·CRD# 5691028·15 years experience

Professional Summary

Peter Kyle 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 2011. Peter has worked at 3 firms and has passed the Series 63, SIE and Series 7 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

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Contact Information

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

Similar Advisors

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

Years of Experience

15 years in the financial services industry

Current & Past Employments

JANSSEN PARTNERS, INC.·CRD# 43940
BD
1010 North B Street, Fairfield, IA 52556
December 21, 2022 - Present
JANSSEN PARTNERS, INC.·CRD# 43940
BD
Fairfield, IA
July 14, 2020 - February 3, 2022
KATALYST SECURITIES LLC·CRD# 112494
BD
New York, NY
October 27, 2015 - May 26, 2020
KATALYST SECURITIES LLC·CRD# 112494
BD
New York, NY
February 20, 2015 - October 12, 2015
AEGIS CAPITAL CORP.·CRD# 15007
BD
New York, NY
February 19, 2013 - October 20, 2014
JANSSEN PARTNERS, INC.·CRD# 43940
BD
Fairfield, IA
July 25, 2011 - February 25, 2013

Similar Advisors

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

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

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
(2/17/2023)
RR
Nevada
(7/3/2023)
RR
New York
(4/13/2023)
RR
Texas
(5/30/2023)

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 Dec 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2011About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

Similar Advisors

PJ
Follow Peter
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required