Phillip Strosahl
Phillip Strosahl is a registered investment advisor at Cetera Investment Advisers LLC, based in Menomonee Falls, WI, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
N96 W18221 County Line Road, Suite 206, Menomonee Falls, WI, 53051
Get directionsHistory
Regulatory History (1)
Financial
February 2020Other 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 Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
State Registrations3 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.