Phillip Holstrom (CRD# 1220999) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2022 - Current | 1 |
| Retirement Plan Advisors, LLC | Chicago, IL | May 2022 - Current | 1 |
| Allstate Insurance Company | Cincinnati, OH | Jun 2016 - May 2022 | 5 |
| Wyler Insurance Services | Cincinnati, OH | Jun 2016 - May 2022 | 5 |
| Pnc Investments | Cincinnati, OH | Jun 2015 - Jun 2016 | 1 |
| Pnc Bank | Cincinnati, OH | Jun 2015 - Jun 2016 | 1 |
| Jhfn Sii | Maumee, OH | Oct 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- OH
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Total Assets Under Management1,472MILLIONS
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Total Number of Accounts9,654ACCOUNTS
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Average Account Value$152,521
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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