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Nicholas Lawrence Phillips

Wise Wealth, LLC

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About Nicholas Lawrence Phillips

Nicholas Phillips is an investment advisor representative currently registered with Wise Wealth, LLC. Nicholas has been in the industry since October 2016 and has held previous positions at American Century Investment Services Inc. Nicholas is also the owner of Horizon Real Estate LLC. He has a Series 6, 7, 63, and 65 license, as well as the SIE. Wise Wealth, LLC provides financial planning and portfolio management for individuals. The firm's assets under management are in excess of $300 million. Nicholas specializes in working with individuals and high-net-worth individuals.

Firm Information

Nicholas Phillips is currently registered with Wise Wealth, LLC. Wise Wealth, LLC is a registered investment advisor located in LEE'S SUMMIT, MO. They manage approximately $326,194,407 in assets for 3,419 clients. They offer financial planning, portfolio management for individuals, and selection of other advisors. They serve high-net-worth individuals, individuals other than high-net-worth, and other investment advisors.
Wise Wealth, LLC

11 SE 2ND ST.

LEE'S SUMMIT, MO 64063

$326.19M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Phillips’s Registration & Firm History

MO

08/19/2022 - Present

Wise Wealth, LLC (LEE'S SUMMIT MO)

MO

10/26/2016 - 08/01/2022

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 10/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/26/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Lawrence Phillips.
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