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Philip Nolan Lewis

American Enterprise Investment Services Inc.

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About Philip Nolan Lewis

Philip Nolan Lewis is a financial advisor registered with American Enterprise Investment Services Inc. in Minneapolis, Minnesota. Philip has been in the financial industry since 2009. Philip's registration began on February 28, 2018, and has been active since that time. Philip has a Series 63, Series 7 and SIE exam. Prior to joining American Enterprise Investment Services Inc. Philip worked with Ameriprise Financial Services, Inc. in Minneapolis, Minnesota.

Firm Information

Philip Lewis is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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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Philip Lewis’s Registration & Firm History

MN

02/28/2018 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

09/01/2009 - 02/28/2018

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

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Licenses & Designations

BC

Issued 09/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Nolan Lewis.
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