Phillip Westhoff (CRD# 5459645) is an Investment Advisor Representative working at Incline Wealth in Cincinnati, OH and has over 14 years of experience in the finance industry.
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
CRD# 1283765
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Incline Wealth | Cleves, OH | Jun 2021 - Current | 2 |
| Stearns Financial | Cincinnati, OH | Jan 2021 - Current | 3 |
| Bb&t Retirement & Institutional Services | Florence, KY | Apr 2017 - Dec 2020 | 3 |
| Fidelity Investment | Howe, KY | Dec 2008 - Apr 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- OH
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$287,952
- A percentage of assets under your management
- 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
- Educational seminars/workshops
- Other
IN, KY, LA, OH
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