Philip John Petersen
Investment adviser representative at Mpwm Advisory Solutions LLC
8 yearsExperience
1 stateRegistered in
$326.9MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Mpwm Advisory Solutions, LLCJul 2024 to now
- LPL Financial LLCJun 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Jun 2024
- Woodbury Financial Services IncJul 2021 to Jan 2024
- Allianz Life Financial Services LLCOct 2016 to Apr 2021
- Allianz Life Insurance Company of North AmericaOct 2016 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Mpwm Advisory Solutions LLC
$326.9MAssets managed
589Clients
15Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2625610
- Firm CRD
- 169885