Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Cruikshank is a financial advisor with Cetera Investment Advisers LLC. Phillip has been working in the financial services industry since 1990. Phillip provides financial planning, investment advice, and insurance services. Phillip is registered with the state of Illinois as a Registered Investment Advisor (RIA) and a Broker-Dealer.
Decatur, IL
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.
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
IL
02/22/2024 - Present
Cetera Investment Advisers LLC (Decatur IL)
IL
05/18/2022 - 03/13/2024
LPL FINANCIAL LLC (DECATUR IL)
IL
09/09/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (DECATUR IL)
IL
12/21/2010 - 08/30/2013
CETERA FINANCIAL SPECIALISTS LLC (DECATUR IL)
IL
06/04/2009 - 12/31/2010
THE O.N. EQUITY SALES COMPANY (DECATUR IL)
IL
11/22/2002 - 06/05/2009
PACKERLAND BROKERAGE SERVICES, INC. (DECATUR IL)
MA
10/27/2000 - 04/30/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IN
03/02/2000 - 10/25/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/02/2000 - 10/25/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/10/1997 - 01/13/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/10/1997 - 01/13/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
FL
08/19/1996 - 10/08/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NY
10/24/1995 - 06/10/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
04/24/1989 - 09/26/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/24/1989 - 09/26/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 1/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 4/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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