PM
CFP · ChFC
PM
CFP · ChFC

Peter Menihan

44 Years of Experience
Overland Park, KS
BrokerSells Insurance

Peter Menihan is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 44 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6811 Shawnee Mission Parkway Suite 305, Overland Park, KS, 66202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Peter is the owner/CEO/managing member of The Menihan Co., LLC, an insurance and financial services company, dedicating about a quarter of his time. He also works as an insurance agent selling various fixed insurance products, including life, health, disability, annuities, and long-term care, spending about 10-20% of his time. Peter also serves as a trustee for the Wagstaff Irrevocable Trust.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
August 2018 - March 2024 · 5 yrs 7 mos
Umb Financial Services, INC.
September 2012 - March 2018 · 5 yrs 6 mos
Umb Financial Services, INC.Broker
May 2009 - March 2018 · 8 yrs 10 mos
Country Club Financial Services, INC.
February 2003 - April 2009 · 6 yrs 2 mos
Country Club Financial Services, INC.Broker
January 2002 - April 2009 · 7 yrs 3 mos
Ws Griffith Securities, INC.Broker
April 1998 - December 2001 · 3 yrs 8 mos
Mony Securities CORP.Broker
September 1980 - April 1998 · 17 yrs 7 mos
The Mutual Life Insurance Company of New YorkBroker
September 1980 - October 1990 · 10 yrs 1 mo
State Registrations6 states
COIAKSMAMOOK
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.