Philip Detlefs, financial advisor Jacksonville FL
49 score

Philip Detlefs

CRD Number: 4572116
Current Firm: Img Wealth Management, Inc.

Philip Detlefs (CRD# 4572116) is an Investment Advisor Representative working at Img Wealth Management, Inc. in Jacksonville, FL and has over 13 years of experience in the finance industry.

Similar Advisors
Daniel Orlovsky, financial advisor Jacksonville FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Similar Advisors
Michelle Ash, financial advisor Jacksonville FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Similar Advisors
Katie Burke, financial advisor Jacksonville FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Company Name Location Dates Years
Img Wealth Management, Inc. Jacksonville, FL Sep 2017 - Current < 1
Madison Avenue Securities, LLC San Diego, CA Sep 2017 - Current < 1
Detlefs And Associates, Inc. Jacksonville,, FL Dec 2002 - Current 15
Detlefs And Associates, Inc. Dba Pension Management Jacksonville, FL Oct 2001 - Current 16
Planmember Securities Corporation Carpinteria, CA Oct 2013 - Sep 2017 3
Advisors Excel Topeka, KS Apr 2013 - Sep 2017 4
Veritrust Financial, LLC Austin, TX Jun 2007 - Oct 2013 6
Veritrust Financial, LLC Austin, TX Aug 2002 - Oct 2013 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Jul 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Philip Detlefs
Phone Number: 904-731-9955
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Philip Detlefs and other advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.