Stephen Andrew Phillips
Investment adviser representative at Caliber Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Caliber Wealth Management, LLCOct 2023 to now
- Raymond James Financial Services Advisors, Inc.Oct 2023 to Oct 2024
- Raymond James Financial Services, Inc.Oct 2023 to Oct 2024
- UnemployedJul 2023 to Oct 2023
- The SignatryAug 2022 to Jul 2023
- UpsApr 2022 to Aug 2022
- UnemployedJan 2022 to Apr 2022
- Keating & AssociatesApr 2018 to Dec 2021
- Raymond James Financial Services, IncApr 2018 to Dec 2021
- Larrison Construction IncOct 2017 to Apr 2018
- Financial Strategies IncJun 2017 to Sep 2017
- Growing Concerns IncSep 2015 to May 2017
- Kansas State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Caliber Wealth Management, LLC
$1.8BAssets managed
1,668Clients
14Advisers
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
- 6948395
- Firm CRD
- 331165