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Philip A Pace

RRA Wealth, LLC

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About Philip A Pace

Philip Pace is a registered Investment Advisor Representative with RRA Wealth, LLC. Philip has experience in the financial industry and holds the Series 6, Series 63 and Series 65 licenses. Philip is registered to provide investment advisory services in Arizona, Illinois, and Wisconsin. Philip also has previous experience at Farmers Financial Solutions, LLC, and is a licensed insurance agent and owner of Phil Pace Inc., a business that provides insurance and gutter cleaning services.

Firm Information

Philip Pace is currently registered with RRA Wealth, LLC. RRA Wealth, LLC is an investment advisor with 1 licensed agent and 1 investment advisor representative. They offer selection of other advisors.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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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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Solicitor fees

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Philip Pace’s Registration & Firm History

WI

09/28/2023 - Present

RRA Wealth, LLC (MILWAUKEE WI)

IL

11/15/2016 - 05/04/2021

FARMERS FINANCIAL SOLUTIONS, LLC (SPRING GROVE IL)

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Licenses & Designations

IA

Issued 05/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip A Pace.
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