Financial Advisor

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Phone: 651-639-8707
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Address:
6160 Summit Drive N
Suite 580
Minneapolis, MN 55430
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Philip is a Wealth Advisor at Counsel Wealth Management. He has more than 30 years of experience in the insurance and investment industry designing and implementing retirement income strategies, holistic financial plans and business perpetuation solutions. Philip has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®. He has a Bachelor’s degree in Economics from St. Francis University in Loretto, PA. In addition, Philip is a Series 7: FINRA General Securities Representative, Series 24: FINRA General Securities Principal and a Series 51: FINRA Municipal Fund Securities Principal with Larson Financial Securities, LLC, a Series 65: Investment Advisor Representative and is also licensed in Wisconsin and Minnesota for Life, Accident and Health Insurance.

Check the background of this investment professional on FINRA’s BrokerCheck.



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