Pegasus Partners

Pegasus Partners (CRD# 175206) is a financial advisory firm headquartered in Mequon, WI. They manage $3,085,009,209 in 3,329 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1333 W. Towne Square Road, Mequon, WI 53092
https://www.linkedin.com/company/pegasus-partners-ltd
By the Numbers
  • Total Assets Under Management
    3,085
    MILLION
  • Total Number of Accounts
    3,329
    ACCOUNTS
  • Average Account Value
    $926,707
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MN, NC, NY, TX, VT, WI

Financial Advisors at Pegasus Partners
Showing 1 - 8 of 8 top financial advisors.
1
Matthew D'attilio, financial advisor Mequon WI
Matthew D'attilio
CRD#: 2414950
1333 W. Towne Square Road, Mequon, WI 53092

Matthew D'attilio (CRD# 2414950) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 30 years of experience in the finance industry.

2
Matthew Haas, financial advisor Mequon WI
Matthew T. Haas
CRD#: 6090449
1333 W. Towne Square Road, Mequon, WI 53092

Matthew Haas (CRD# 6090449) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 11 years of experience in the finance industry.

3
John Kennedy, financial advisor Mequon WI
John T. Kennedy
CRD#: 4337163
1501 W. Market Street, Mequon, WI 53092

John Kennedy (CRD# 4337163) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 22 years of experience in the finance industry.

4
Todd Krieg, financial advisor Mequon WI
Todd M. Krieg
CRD#: 4342164
1333 W. Towne Square Road, Mequon, WI 53092

Todd Krieg (CRD# 4342164) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has 1 year of experience in the finance industry.

5
Brian Leadley, financial advisor Mequon WI
Brian J. Leadley
CRD#: 6749929
1333 W. Towne Square Road, Mequon, WI 53092

Brian Leadley (CRD# 6749929) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 7 years of experience in the finance industry.

6
William Wernecke, financial advisor Mequon WI
William A. Wernecke
CRD#: 5802673
1333 W. Towne Square Road, Mequon, WI 53092

William Wernecke (CRD# 5802673) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 13 years of experience in the finance industry.

7
Alexander Mathews, financial advisor Mequon WI
Alexander R. Mathews
CRD#: 7284104
1333 W. Towne Square Road, Mequon, WI 53092

Alexander Mathews (CRD# 7284104) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 3 years of experience in the finance industry.

8
Patrick Savage, financial advisor Mequon WI
Patrick M. Savage
CRD#: 4247229
1333 W. Towne Square Road, Mequon, WI 53092

Patrick Savage (CRD# 4247229) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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