Jeremy Meier Phillips
Investment adviser representative at Anderson Hoagland & Co
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
46 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
10 years in the industry.
- Anderson Hoagland & Co.Apr 2024 to now
- Colorado Wealth Group, LLCAug 2020 to Feb 2024
- MML Investors ServicesMay 2019 to Aug 2020
- Mass Mutual Life Insurance CompanyApr 2019 to Aug 2020
- UnemployedFeb 2019 to Apr 2019
- Stifel NicolausJun 2018 to Jan 2019
- Stifel NicolausJun 2017 to May 2018
- Stifel NicolausJun 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
Anderson Hoagland & Co
$1.4BAssets managed
150Clients
7Advisers
46 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
- 6661282
- Firm CRD
- 105157