Phillip Ronald Waara
Investment adviser representative at Ecio, Inc.
12 yearsExperience
3 statesRegistered in
$395.6MFirm assets
2 yearsFirm in business
Are you Phillip Ronald Waara? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Ecio, Inc.Jan 2019 to now
- Hansberger Growth Investors, LPJul 2014 to Oct 2019
- Madison Investment Advisors, LLCJul 2014 to Oct 2019
- Mfd Distributor, LLCJul 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (IA, TX, WI).
Ecio, Inc.
$395.6MAssets managed
116Clients
5Advisers
2 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
- 5794435
- Firm CRD
- 301432