Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip James Strosahl is a financial advisor with over 10 years of experience in the industry. Phillip is currently registered with Avantax Advisory Services and has been with the firm since 2019. Prior to that, Phillip worked with 1ST GLOBAL CAPITAL CORP. Phillip holds a Series 7, Series 66 and SIE license and is registered in Colorado, Missouri, and Wisconsin. Phillip also holds a CPA license and is a member of Trusted CPA's & Advisors LLC. Phillip specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
10/25/2019 - Present
Avantax Advisory Services (MENOMONEE FALLS WI)
WI
09/11/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MENOMONEE FALLS WI)
BOTH
Issued 06/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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