Unclaimed Profile

Polly Peters

CPAI, CO.·WICHITA, Kansas

Series 65Clean record29 years registeredCPAI, CO.

200 W. DOUGLAS AVE., WICHITA, KS 67202CRD# 2801070Firm CRD# 107222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Polly Peters · WICHITA, KS

Registration

CRD #2801070 · CPAI, CO. · 29 years registered

Brand Profile

Not yet started

Career History

FREESTATE ADVISORS LLC

Nov 2010 – present

CPAI, CO.

Sep 1996 – Dec 2012

WICHITA, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 15, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CPAI, CO.

CRD 107222 · SEC 801-29301

AUM

$14M

Regulatory assets under management

Employees

46 client accounts

Services offered by CPAI, CO.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CPAI, CO. →

Introduction

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Frequently Asked Questions

What services does Polly Peters offer?

Polly Peters specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WICHITA, Kansas for a consultation.

What are Polly Peters's credentials?

Polly Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Polly Peters located?

Polly Peters is based in WICHITA, Kansas, working with CPAI, CO.. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Polly Peters charge for services?

Polly 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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