Philip EickhoffCRD Number: 2849863
Current Firm: Iams Wealth Management, LLC
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.
Annex Wealth Management, LLC
Francis Investment Counsel LLC
Global View Capital Management LLC
|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|
Total Assets Under Management153MILLIONS
Total Number of Accounts1,344ACCOUNTS
Average Account Value$113,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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