Phillip Ramsey (CRD# 5981032) is an Investment Advisor Representative working at Uncommon Wealth Partners, LLC in Ankeny, IA and has over 12 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uncommon Wealth Partners, LLC | Ankeny, IA | Mar 2023 - Current | 1 |
| Uncommon Wealth Partners, LLC | Ankeny, IA | May 2017 - Current | 6 |
| Summit Brokerage Services, Inc. | Johnston, IA | Sep 2016 - Current | 7 |
| Summit Financial Group Inc. | Johnston, IA | Sep 2016 - Current | 7 |
| Vsr Advisory Services | Overland Park, KS | Aug 2015 - Nov 2016 | 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Dec 2014 - Nov 2016 | 1 |
| Securities America, Inc. | West Des Moines, IA | Jun 2012 - Dec 2014 | 2 |
| Bearence Management Group | Johnston, IA | Jul 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
| S63 | Uniform Securities State Law Examination | Dec 2011 |
- IA
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts383ACCOUNTS
-
Average Account Value$106,774
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA, TX
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