PM
Peter G. Menihan
CETERA INVESTMENT ADVISERS LLC
OVERLAND PARK, KS 66210
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CRD#: 715261
PM
Professional summary
Peter George Menihan, CFP®, who also goes by Peter Menihan, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Overland Park, Kansas and CETERA ADVISORS LLC located in Overland Park, Kansas.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Peter has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Menihan
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 OF OTHER BUSINESS: THE MENIHAN CO., LLC; INVESTMENT RELATED: YES; ADDRESS: 11020 PAKMPNT SUITE 100, OVERLAND PARK, KS 66210; NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: OWNER / CEO / MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INSURANCE AND FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2018; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3) NAME OF OTHER BUSINESS: WAGSTAFF IRREVOCABLE TRUST ; INVESTMENT RELATED: NO ; ADDRESS: 3507 W 87TH ST, LEAWOOD KS 66206 ; NATURE OF BUSINESS: IRREVOCABLE TRUST ; START DATE: 08/1996 ; POSITION/TITLE/RELATIONSHIP: TRUSTEE ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: TRUSTEE DUTIES ;
CRS (Client Relationship Summary) - RIA
Click below to view Peter George Menihan'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®
CFP®
Start date: 1984
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 10955 Lowell Ave Ste 900 910, 920, 100, And 200, Overland Park, KS, 66210RIA
CRD#: 105644
OVERLAND PARK, KS
Current
August 21, 2018 - Present
CETERA ADVISORS LLC
Office #1: 6811 Shawnee Mission Parkway Suite 314, Overland Park, KS 66202BD
CRD#: 10299
OVERLAND PARK, KS
Past
August 30, 2018 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
OVERLAND PARK, KS
Past
September 18, 2012 - March 22, 2018
UMB FINANCIAL SERVICES, INC.
RIA
CRD#: 17073
KANSAS CITY, MO
Past
May 29, 2009 - March 22, 2018
UMB FINANCIAL SERVICES, INC.
BD
CRD#: 17073
KANSAS CITY, MO
Past
February 7, 2003 - April 14, 2009
COUNTRY CLUB FINANCIAL SERVICES, LLC
RIA
CRD#: 29807
MISSION WOODS, KS
Past
January 4, 2002 - April 14, 2009
COUNTRY CLUB FINANCIAL SERVICES, LLC
BD
CRD#: 29807
MISSION WOODS, KS
Past
April 16, 1998 - December 31, 2001
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
September 23, 1980 - October 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BD
CRD#: 2873
NEW YORK, NY
Past
September 23, 1980 - April 2, 1998
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Colorado(8/21/2018)
RR
Iowa(8/21/2018)
RR
Kansas(8/21/2018)
IAR
Kansas(3/21/2024)
RR
Massachusetts(10/3/2024)
RR
Missouri(8/21/2018)
RR
Oklahoma(8/21/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/16/1980
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Overland Park, KS 66210TRUST BUT VERIFY
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