Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Ignatius Connolly is a financial advisor registered with Larson Financial Group, LLC. Philip has been in the securities industry since December 19, 1988. Philip has a Series 7, 24, 51, and 63 license, as well as a Series 65 license. Larson Financial Group, LLC specializes in providing financial planning, pension consulting, and portfolio management services. Philip's practice serves clients in a number of locations, including Minneapolis, Minnesota; Saint Louis, Missouri; and New Richmond, Wisconsin.
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.
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.
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2
MN
11/04/2024 - Present
Larson Financial Group, LLC (Minneapolis MN)
MN
07/23/2018 - 06/23/2020
APW CAPITAL, INC. (ARDEN HILLS MN)
CO
01/03/2017 - 07/06/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
WI
07/20/2016 - 12/26/2016
VOYA FINANCIAL ADVISORS, INC. (New Richmond WI)
MN
08/24/2010 - 06/19/2015
ALLSTATE FINANCIAL SERVICES, LLC (BLOOMINGTON MN)
WI
12/01/2009 - 08/02/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW RICHMOND WI)
WI
07/31/2000 - 02/23/2009
CAPITAL BROKERAGE CORPORATION (NEW RICHMOND WI)
NY
09/16/1991 - 03/24/2000
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/23/1986 - 02/13/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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