Philip Eickhoff (CRD# 2849863) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Delafield, WI and has over 26 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis Investment Counsel LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iams Wealth Management | Elkhorn, NE | Sep 2021 - Current | 1 |
| Summit Kai-zen Financial | Delafield, WI | May 2019 - Current | 4 |
| Summit Settlement Group, Int'l | Oconomowoc, WI | Mar 2019 - Current | 4 |
| Summit Settlement Group, International | Overijse, | Aug 2013 - Mar 2019 | 5 |
| Summit Settlement Group | Hamilton, MT | Mar 2003 - Aug 2013 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- WI
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Total Assets Under Management153MILLIONS
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Total Number of Accounts1,344ACCOUNTS
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Average Account Value$113,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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