AdvisorOS Directory
Claim Profile
Unclaimed Profile
DP

Donald S. Peters

CPAI, CO.·WICHITA, Kansas
Clean recordCPAI, CO.
200 W. DOUGLAS AVE., WICHITA, KS 67202CRD# 4342610Firm CRD# 107222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald S. Peters · WICHITA, KS
Registration
CRD #4342610 · CPAI, CO.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald S. Peters is a registered financial advisor based in WICHITA, Kansas, affiliated with CPAI, CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CPAI, CO.
CPAI, CO.
AUM
$14M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CPAI, CO. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4342610
Firm CRD# 107222
View on FINRA BrokerCheck →

Looking for a financial advisor in WICHITA?

Browse all registered financial advisors in WICHITA, Kansas or claim this profile if it's yours.

Browse WICHITA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Donald S. Peters offer?
Donald S. Peters specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WICHITA, Kansas for a consultation.
What are Donald S. Peters's credentials?
Donald S. Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald S. Peters located?
Donald S. Peters is based in WICHITA, Kansas, working with CPAI, CO.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Donald S. Peters charge for services?
Donald S. Peters's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPAI, CO.?
CPAI, CO. has approximately 1 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CPAI, CO.

Polly Peters
WICHITA, KS

More Advisors in WICHITA, Kansas

Darty Paul Dole
DIMENSIONS FINANCIAL GROUP, INC.·WICHITA, KS
Todd M Connell
MOSBY LINCOLN LC·WICHITA, KS
Curtis Weston Cooper
IMA WEALTH, INC.·WICHITA, KS
Jeffrey Allen Breault
CAREY, THOMAS, HOOVER & BREAULT ADVISORS, INC.·WICHITA, KS
Richard William Holt
IMA WEALTH, INC.·WICHITA, KS
Stephen Douglas Thomas
CAREY, THOMAS, HOOVER & BREAULT ADVISORS, INC.·WICHITA, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)TOPEKA (38)LENEXA (30)LAWRENCE (30)PRAIRIE VILLAGE (26)MISSION WOODS (18)MERRIAM (17)SALINA (13)MISSION (12)
City Guides
OVERLAND PARK GuideLEAWOOD GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Request removal of this profile