PL
Peter C. Lanigan
VOYA FINANCIAL ADVISORS
Milwaukee, WI 53226
Some features on this profile are disabled
CRD#: 5927231
PL
Professional summary
Peter Crane Lanigan JR, who also goes by Peter Crain Lanigan Jr, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Milwaukee, Wisconsin.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Peter has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Crain Lanigan Jr
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.
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 10700 REASERCH PARK DR; MILWAUKEE; WI; 53226; fixed insurance sales; independent insurance agent; 3/21/2014; 40; 40; sales of fixed insurance products| NAME OF ENTITY:Natur Unique International; No; 5 Sanger Circle; Dover; MA; 02030; skincare; Consultant; 3/1/2020; 8; 0; Run financial forecasting and sales projections for the company with the information given to me.| NAME OF ENTITY:LM Developers LLC.; No; 1025 W. Glen Oaks Ln. Ste. 202; Mequon; WI; 53092; Real Estate Property; Member; 1/31/2021; 0; 0; No Duties at this time| LANIGAN FINANCIAL GROUP INCORPORATED POSITION: Owner NATURE: The original intent of this S Corp was to be used for Voya Financial. When going through the process, Voya Financial cannot pay commission to an S corp. My accountant advised that instead of dissolving the S Corp, I can use it for my other outside business activities and the income I receive from them including Nature Unique International and LM Developers LLC. I have been told by Nature Unique International that I will be receiving a salary again at some point this year (have not received income from them since October 2021) and LM Developers LLC will produce income in the year of 2023. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2022 ADDRESS: 2523 N. Frederick Ave, Milwaukee WI 53211, United States DESCRIPTION: Owner of S Corp. HOMIFI POSITION: Consultant NATURE: I created the initial financial model/calculator for the business through excel and help the team get from their idea to a working model that they can present to potential future clients and build the business around. NVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2022 ADDRESS: 2523 N. Frederick Ave, Milwaukee WI 53211, United States DESCRIPTION: I do not have any specific day to day duties. I will continue to be a consultant for them for any questions they have on the financial model and any updates that need to be made. FNL TECHNOLOGIES POSITION: Consultant NATURE: Financial consultant. I will be running the quickbooks report at the end of every month, consolidate the data into a financial model built, and review the monthly financials with the CEO on the 1st of every month. That is the extent of my services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2023 ADDRESS: 5 Sanger Circle, Dover MA 02030, United States DESCRIPTION: Run Quickbooks, plug into financial model, and review with CEO for him to make expense decisions as they look to get acquired. MAKO DOCUMENT SOLUTIONS POSITION: Consultant NATURE: Financial consultant. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 9615 Marathon Terrace, Unit 203, Gaithersburg MD 20878, United States DESCRIPTION: Assist President and CEO, Noah Joseph, in direct billing his clients at the end of every month and assist with his analysis of deals to transition from commission based to revenue based as his business can afford to fund its own deals.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Crane Lanigan JR's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Peter Crane Lanigan JR'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®
NoneExperience
Current
March 9, 2015 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 10700 West Research Dr Ste 190 Mayfair Woods At Research Park, Milwaukee, WI 53226RIA
BD
CRD#: 2882
Milwaukee, WI
Current
March 21, 2014 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 10700 West Research Dr Ste 190 Mayfair Woods At Research Park, Milwaukee, WI 53226RIA
BD
CRD#: 2882
Milwaukee, WI
Past
January 14, 2014 - March 24, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
GLENDALE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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.RR
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
RR
Arizona(3/29/2022)
RR
Arkansas(3/29/2022)
RR
California(3/29/2022)
RR
Colorado(6/20/2019)
RR
Florida(3/29/2022)
RR
Georgia(3/29/2022)
RR
Hawaii(3/29/2022)
RR
Illinois(9/12/2019)
RR
Massachusetts(11/1/2022)
RR
Minnesota(3/29/2022)
RR
Mississippi(12/20/2023)
RR
Nevada(12/1/2020)
RR
New Mexico(3/29/2022)
RR
New York(3/29/2022)
IAR
New York(10/12/2022)
RR
North Dakota(3/29/2022)
RR
Oregon(3/29/2022)
RR
Pennsylvania(3/29/2022)
RR
Texas(6/20/2019)
IAR
Texas(6/24/2019)
RR
Virginia(5/27/2025)
RR
Washington(3/29/2022)
RR
Wisconsin(3/21/2014)
IAR
Wisconsin(3/9/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
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.
Company Information
VOYA FINANCIAL ADVISORS, INC.
CRD#: 2882Milwaukee, WI 53226TRUST BUT VERIFY
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