R.philip Petrowski is a CFP-designated registered investment advisor, based in Middleton, WI, with 23 years of industry experience.
Location
7800 Discovery Drive, Suite 300, Middleton, WI, 53562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
R.Philip is an independent insurance agent for various companies since 2011, dedicating nearly full-time hours to this. He also owns Blackhorn Partners Private Wealth LLC, spends minimal time on real estate with Centrifuge Capital Advisors LLC and Casa Tejon De Playa Limitada, and is an advisory rep for CIRA, dedicating full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Banc One Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.