Phillip Krznarich (CRD# 4342841) is an Investment Advisor Representative working at Thunderbird Wealth Management, Inc. in Chino Valley, AZ and has over 23 years of experience in the finance industry.
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
CRD# 3185060
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thunderbird Wealth Management | Chino Valley, AZ | Mar 2018 - Current | 6 |
| Securities America Inc. | Glendale, AZ | Oct 2017 - Current | 6 |
| Pfg Advisors | Glendale, AZ | Jan 2015 - Current | 9 |
| Lpl Financial LLC | Glendale, AZ | Nov 2007 - Oct 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- AZ
- MO
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts256ACCOUNTS
-
Average Account Value$166,525
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, MO, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.