Unclaimed Profile

John Thomas Kennedy

PEGASUS PARTNERS LTD.·MEQUON, Wisconsin

SIE, Series 7, Series 24, Series 63, Series 66Clean record9 years registeredPEGASUS PARTNERS LTD.

1501 W. MARKET ST., MEQUON, WI 53092CRD# 4337163Firm CRD# 175206

Profile Verification

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

Identity

John Thomas Kennedy · MEQUON, WI

Registration

CRD #4337163 · PEGASUS PARTNERS LTD. · 9 years registered

Brand Profile

Not yet started

Career History

LIDO

Dec 2024 – present

PEGASUS PARTNERS

Jan 2017 – Jan 2025

MEQUON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 17, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEGASUS PARTNERS LTD.

CRD 175206 · SEC 801-81049

AUM

$3.1B

Regulatory assets under management

Employees

3,329 client accounts

Services offered by PEGASUS PARTNERS LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEGASUS PARTNERS LTD. →

Introduction

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Frequently Asked Questions

What services does John Thomas Kennedy offer?

John Thomas Kennedy specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.

What are John Thomas Kennedy's credentials?

John Thomas Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Thomas Kennedy located?

John Thomas Kennedy is based in MEQUON, Wisconsin, working with PEGASUS PARTNERS LTD.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

How does John Thomas Kennedy charge for services?

John Thomas Kennedy'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 PEGASUS PARTNERS LTD.?

PEGASUS PARTNERS LTD. has approximately 22 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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