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Philip Conrad McWilliams

Berthel, Fisher & Co. Financial Services, Inc.

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About Philip Conrad McWilliams

Philip McWilliams is a Senior Investment Executive at Berthel, Fisher & Co. Financial Services, Inc., with over 30 years of experience in the financial services industry. Philip is registered in multiple states including Kansas, Missouri, Illinois, Texas and Florida. Philip provides financial planning and portfolio management for individuals and businesses. Philip has expertise in various investment products including stocks, bonds, mutual funds, and insurance. Philip's commitment to providing personalized service and comprehensive financial solutions has earned him a reputation for excellence.

Firm Information

Philip McWilliams is currently registered with Berthel, Fisher & Co. Financial Services, Inc.. Berthel, Fisher & Co. Financial Services, Inc. is a corporation headquartered in CEDAR RAPIDS, IA that was formed on 1974-03-13. They have been approved by the SEC and registered in 51 states. The firm offers financial planning and portfolio management for individuals and selection of other advisers. They manage $742,220,394 in regulatory assets under management and have 3,481 total accounts. They have 92 licensed agents, 100 investment adviser representatives, 100 registered representatives, 100 investment advisory functions, and 50 adviser representatives for other investment advisers.
Berthel, Fisher & Co. Financial Services, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$742.22M

Assets Under Management

6

Total Clients

100

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Philip McWilliams’s Registration & Firm History

KS

01/20/2006 - Present

Berthel, Fisher & Co. Financial Services, Inc. (LAWRENCE KS)

KS

12/22/1982 - 08/02/1989

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 01/19/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1994

Series 7 - General Securities Representative Examination

BC

Issued 07/07/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Conrad McWilliams.
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