Phillip Cruikshank
Phillip Cruikshank is a registered investment advisor at Cetera Investment Advisers LLC, based in Decatur, IL, with 36 years of industry experience. Phillip is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Decatur, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other 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
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
The O.N. Equity Sales CompanyBroker
Packerland Brokerage Services, INC.Broker
Investors Capital CORP.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Investment Management & Research, INCBroker
Dean Witter Reynolds INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
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
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