Unclaimed
Philip Arendt is a registered representative with Edward Jones. Philip has been in the financial services industry since October 2024. Prior to joining Edward Jones, Philip held various roles in different companies, including Shelby Builders, Regina Catholic Education Center, Vortex Exterior Cleaning, and University of Northern Iowa. Philip holds a Series 66 license and is registered with the state of Iowa. Philip specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
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2
IA
12/17/2024 - Present
Edward Jones (GRINNELL IA)
Active
Inactive
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