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Donald S. Peters

CPAI, CO.·WICHITA, Kansas
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200 W. DOUGLAS AVE., WICHITA, KS 67202CRD# 4342610Firm CRD# 107222
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Kansas
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City Guides
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Research
Advisor Fees in KansasNational Fee Analysis
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