Philip Postlewaite is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Crosslake, MN, with 33 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Crosslake, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip owns rental property, farmland, and a tree farm, and is a beekeeper selling honey. He also owns Postlewaite Wealth Advisors, LLC and 3P, LLC, dedicating full-time hours to each, and has power of attorney for his mother.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations26 states
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