PS
PS
Phillip Strosahl
13 Years of Experience
Menomonee Falls, WI
1 DisclosureBrokerSells Insurance
Phillip Strosahl is a registered investment advisor, based in Menomonee Falls, WI, with 13 years of industry experience. Phillip is also registered as a broker, so some compensation may come from commissions on products sold.
Location
N96 W18221 County Line Road, Suite 206, Menomonee Falls, WI, 53051
Get directionsHistory
Regulatory History (1)
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Financial
February 2020Final
Other Business ActivitiesSells Insurance
Phillip sells equity indexed annuities through Genworth, dedicating minimal time. He is also the treasurer for a youth group and an owner of Trusted CPA's & Advisors LLC, a CPA and wealth management firm, dedicating significantly more than full-time hours to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
September 2013 - October 2019 · 6 yrs 1 mo
1st Global Capital CORP.Broker
September 2013 - October 2019 · 6 yrs 1 mo
State Registrations3 states
COMOWI
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.
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