Kevan Phillips (CRD# 4382203) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Provo, UT and has over 22 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wt Wealth Management, LLC | Scottsdale, AZ | Jul 2020 - Current | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2010 - Jul 2020 | 10 |
| Northwestern Mutual Investment Services LLC | Provo, UT | Apr 2002 - Jul 2020 | 18 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2002 - Jul 2020 | 18 |
| Northwestern Mutual Investment Services LLC | Milwaukee, WI | Aug 2006 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- AZ
- ID
- OR
- UT
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts2,429ACCOUNTS
-
Average Account Value$128,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, ID, NE, NH, NV, NY, OR, TX, UT, WA, WY
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