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John Thomas Kennedy

Pegasus Partners

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About John Thomas Kennedy

John Thomas Kennedy is an investment advisor representative registered with Pegasus Partners, a firm that specializes in working with high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. John has been working in the financial services industry since 2001 and has a strong background in portfolio management for both businesses and individuals. Before joining Pegasus Partners, John was employed at ROBERT W. BAIRD & CO. INCORPORATED. John is licensed in Wisconsin.

Firm Information

John Kennedy is currently registered with Pegasus Partners. Pegasus Partners is an investment advisor based in Mequon, WI, with $3,085,009,209 in regulatory assets under management. They offer advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Their client base consists primarily of high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth. The firm has 9 investment advisor representatives.
Pegasus Partners

1333 W. TOWNE SQUARE ROAD

MEQUON, WI 53092

$3.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Kennedy’s Registration & Firm History

WI

01/17/2017 - Present

Pegasus Partners (MEQUON WI)

WI

01/15/2002 - 11/16/2016

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 01/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2011

Series 24 - General Securities Principal Examination

BC

Issued 11/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Thomas Kennedy.
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