Philip Alan Krupps
Investment adviser representative at Raymond James Financial Services Advisors, Inc
29 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- United WealthJan 2022 to now
- Donaldson Capital LLCApr 2013 to now
- United Community BancorpMay 2012 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Brown County Development CorporationApr 2007 to now
- Brown County Little LeagueApr 2007 to now
- Community FoundationApr 2007 to now
- Raymond James Financial ServicesFeb 2007 to now
- Community Foundation of the Quincy AreaApr 2007 to Nov 2020
- John Wood Community CollegeApr 2007 to Sep 2018
- Brown County State BankOct 1997 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4064057
- Firm CRD
- 149018