Phillip Ristau (CRD# 4234087) is an Investment Advisor Representative working at Ristau Capital, LLC in Frisco, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ristau Capital, LLC | The Colony, TX | May 2020 - Current | 4 |
| Bank Of America | Dallas, TX | Mar 2022 - Sep 2023 | 1 |
| Bank Ozk | Dallas, TX | Oct 2021 - Mar 2022 | < 1 |
| Tata Consulting | Dallas, TX | Jul 2021 - Sep 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano, TX | May 2017 - May 2020 | 3 |
| Bank Of America, N.a. | Plano, TX | May 2017 - May 2020 | 3 |
| Tiaa | San Antonio, TX | Apr 2016 - May 2017 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | San Antonio, TX | Apr 2016 - May 2017 | 1 |
| Strategic Advisers, Inc. | West Lake, TX | Jan 2012 - Apr 2016 | 4 |
| Fidelity Brokerage Services, LLC | West Lake, TX | Nov 2011 - Apr 2016 | 4 |
| Fidelity Investments | Westlake, TX | Nov 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$100,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
TX
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