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Philip Krupps

26 Years of Experience
Mount Sterling, IL
1 DisclosureBroker

Philip Krupps is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Sterling, IL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 East Main Street, Mount Sterling, IL, 62353

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History

Regulatory History (1)
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Customer Dispute
January 2026
Denied
Other Business Activities

Philip is the owner/proprietor of Donaldson Capital LLC, a real estate brokerage, and spends minimal time on it. He also serves as President of Wealth Management & Market President at United Community Bancorp, dedicating about half of his time, and holds positions at United Community Bank and United Wealth.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Raymond James Financial Services
February 2007 - January 2009 · 1 yr 11 mos
Primevest Financial Services, INC.
February 2006 - February 2007 · 1 yr
Primevest Financial Services, INC.Broker
November 1999 - February 2007 · 7 yrs 3 mos
State Registrations40 states
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.