Philip Branshaw, financial advisor New Lenox IL
93 score

Philip Branshaw

CRD Number: 1454432
Current Firm: Interactive Financial Advisors

Philip Branshaw (CRD# 1454432) is an Investment Advisor Representative working at Interactive Financial Advisors in New Lenox, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Brooklight Place Securities, Inc. Downers Grove, IL Dec 2015 - Current 1
Branshaw Tax Advisors New Lenox, IL Jan 2014 - Current 3
Egan Vance Chicago, IL Jan 2010 - Current 7
Branshaw Inc. New Lenox, IL Feb 2007 - Current 10
Interactive Finanacial Advisors Oakbrook, IL Feb 2005 - Current 12
Branshaw Financial New Lenox, IL Jan 2003 - Current 14
Philip R. Branshaw & Associates New Lenox, IL Jan 1971 - Current 46
Fortune Financial Services, Inc. New Brighton, PA Jan 2013 - Dec 2015 2
Gwn Securities Inc. Palm Beach Gardens, FL Dec 2006 - Jan 2012 5
L&w Associates New Lenox, IL Jun 1982 - Jul 2010 28
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Philip R. Branshaw
Phone Number: 630-472-1300
Firm Website:
Registered State(s):
  • IL
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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