Peter Crane Lanigan

Current Employers

Employment History

• 09/2014 → Present
  Voya Financial Advisors
  Milwaujee, WI
• 08/2022 → Present
  Lanigan Financial Group Incorporated
  Milwaukee, WI

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 10700 REASERCH PARK DR; MILWAUKEE; WI; 53226; fixed insurance sales; independent insurance agent; 3/21/2014; 40; 40; sales of fixed insurance products| NAME OF ENTITY:Natur Unique International; No; 5 Sanger Circle; Dover; MA; 02030; skincare; Consultant; 3/1/2020; 8; 0; Run financial forecasting and sales projections for the company with the information given to me.| NAME OF ENTITY:LM Developers LLC.; No; 1025 W. Glen Oaks Ln. Ste. 202; Mequon; WI; 53092; Real Estate Property; Member; 1/31/2021; 0; 0; No Duties at this time| LANIGAN FINANCIAL GROUP INCORPORATED POSITION: Owner NATURE: The original intent of this S Corp was to be used for Voya Financial. When going through the process, Voya Financial cannot pay commission to an S corp. My accountant advised that instead of dissolving the S Corp, I can use it for my other outside business activities and the income I receive from them including Nature Unique International and LM Developers LLC. I have been told by Nature Unique International that I will be receiving a salary again at some point this year (have not received income from them since October 2021) and LM Developers LLC will produce income in the year of 2023. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2022 ADDRESS: 2523 N. Frederick Ave, Milwaukee WI 53211, United States DESCRIPTION: Owner of S Corp. HOMIFI POSITION: Consultant NATURE: I created the initial financial model/calculator for the business through excel and help the team get from their idea to a working model that they can present to potential future clients and build the business around. NVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2022 ADDRESS: 2523 N. Frederick Ave, Milwaukee WI 53211, United States DESCRIPTION: I do not have any specific day to day duties. I will continue to be a consultant for them for any questions they have on the financial model and any updates that need to be made. FNL TECHNOLOGIES POSITION: Consultant NATURE: Financial consultant. I will be running the quickbooks report at the end of every month, consolidate the data into a financial model built, and review the monthly financials with the CEO on the 1st of every month. That is the extent of my services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2023 ADDRESS: 5 Sanger Circle, Dover MA 02030, United States DESCRIPTION: Run Quickbooks, plug into financial model, and review with CEO for him to make expense decisions as they look to get acquired. MAKO DOCUMENT SOLUTIONS POSITION: Consultant NATURE: Financial consultant. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 9615 Marathon Terrace, Unit 203, Gaithersburg MD 20878, United States DESCRIPTION: Assist President and CEO, Noah Joseph, in direct billing his clients at the end of every month and assist with his analysis of deals to transition from commission based to revenue based as his business can afford to fund its own deals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-28
• S63 Uniform Securities Agent State Law Examination
  2014-01-31

Other Names

• Peter Crain Lanigan