Philip NybrotenCRD Number: 5976746
Current Firm: Principal Securities, Inc.
Philip Nybroten (CRD# 5976746) is an Investment Advisor Representative working at Principal Securities, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Princor Financial Services Corporation||Milwaukee, WI||Mar 2016 - Current||< 1|
|Principal||Milwaukee, WI||Mar 2016 - Current||< 1|
|Commonwealth Financial Network||Waltham, MA||Apr 2012 - Mar 2016||3|
|Investment Planners, Inc.||Decatur, IL||Sep 2011 - Apr 2012||< 1|
|Calvery Luthern Church||Brookfield, WI||Sep 2002 - Aug 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV