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Phillip Cruikshank
35 Years of Experience
Decatur, IL
1 DisclosureBrokerSells Insurance
Phillip Cruikshank is a registered investment advisor at Cetera Investment Advisers LLC, based in Decatur, IL, with 35 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Decatur, IL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2018Denied
Other Business ActivitiesSells Insurance
Phillip is an insurance agent selling fixed insurance products since 1998, dedicating a few hours per week. He is also the owner and financial advisor of Cruikshank Wealth Partners since 2024, a retail financial planning firm, which is a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
LPL Financial LLC
May 2022 - March 2024 · 1 yr 10 mos
LPL Financial LLCBroker
May 2022 - March 2024 · 1 yr 10 mos
CUNA Brokerage Services, INC.Broker
September 2013 - May 2022 · 8 yrs 8 mos
CUNA Brokerage Services, INC.
September 2013 - May 2022 · 8 yrs 8 mos
Cetera Investment Advisers LLC
March 2011 - August 2013 · 2 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2010 - August 2013 · 2 yrs 8 mos
The O.N. Equity Sales CompanyBroker
June 2009 - December 2010 · 1 yr 6 mos
Packerland Brokerage Services, INC.Broker
November 2002 - June 2009 · 6 yrs 7 mos
Investors Capital CORP.Broker
October 2000 - April 2002 · 1 yr 6 mos
Lincoln Financial Advisors CorporationBroker
March 2000 - October 2000 · 7 mos
The Lincoln National Life Insurance CompanyBroker
March 2000 - October 2000 · 7 mos
Metlife Securities INC.Broker
January 1997 - January 2000 · 3 yrs
Metropolitan Life Insurance CompanyBroker
January 1997 - January 2000 · 3 yrs
Investment Management & Research, INCBroker
August 1996 - October 1996 · 2 mos
Dean Witter Reynolds INC.Broker
October 1995 - June 1996 · 8 mos
Metlife Securities INC.Broker
April 1989 - September 1995 · 6 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
April 1989 - September 1995 · 6 yrs 5 mos
State Registrations4 states
ARFLILWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.