Philip Nybroten (CRD# 5976746) is an Investment Advisor Representative working at Transcend Advisor Group, LLC in Milwaukee, WI and has over 12 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Transcend Advisor Group | Mount Pleasant, WI | Jul 2021 - Current | 2 |
Transcend Insurance Group | Mount Pleasant, WI | Jul 2021 - Current | 2 |
The Leaders Group Inc. | Littleton, CO | Aug 2021 - Jul 2022 | < 1 |
Concierge Financial Partners, LLC | Mt. Pleasant, WI | Oct 2020 - Jul 2021 | < 1 |
Principal Securities Inc. | Wauwatosa, WI | Mar 2016 - Jul 2021 | 5 |
Fixed Insurance Sales | Mt Pleasant, WI | Mar 2016 - Jul 2021 | 5 |
Principal Life Insurance | Milwaukee, WI | Mar 2016 - Jul 2021 | 5 |
Princor Financial Services Corporation | Milwaukee, WI | Mar 2016 - Mar 2016 | < 1 |
Commonwealth Financial Network | Waltham, MA | Apr 2012 - Mar 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- WI
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$276,362
- 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
CA, WI
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.