Peter Johnson
Peter Johnson is a registered investment advisor at Capital Advisor Network, based in Lafayette, IN, with 39 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAN charges a quarterly fee for investment management services, calculated as a percentage of your account's average daily balance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. The custodian will directly debit your account for the advisory fee, or you may pay it separately. If CAN uses a third-party money manager (TPMM), the total fee will not exceed 2.00% and includes CAN's portion and the TPMM's fee.
Location
925 Mezzanine Drive, Suite C, Lafayette, IN, 47905
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2007Regulatory
February 1988Other Business ActivitiesSells Insurance
Peter is an independent insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this. He also spends about 10-20% of his time on bookkeeping and marketing for Can Wealth Management, LLC, an entity used for advisory services.
Employment History
Current Registrations
Capital Advisor Network
Previous Registrations
Center Street Securities, INC.Broker
Capital Advisor Network
Center Street Securities, INC.Broker
Center Street Advisors, INC.
Center Street Securities, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Allstate Financial Services, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Edward JonesBroker
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Linsco/private Ledger CORP.Broker
Wall Street Investor ServicesBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Raffensperger, Hughes & CO., INC.Broker
Prudential-Bache Securities INC.Broker
Private Ledger Financial Services, IncorporatedBroker
Isfa CorporationBroker
Dean Witter Reynolds INC.Broker
City Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.