Victor Laszlo anthony Phillips
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
Are you Victor Laszlo anthony Phillips? 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 assetsHourlyFixed or flat fee
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
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2021 to now
- Blumark FinancialNov 2019 to Jan 2021
- Blumark FinancialApr 2019 to Aug 2019
- Twin Firs Landscape & DesignFeb 2017 to Dec 2018
- Chipotle Mexican GrillMar 2016 to Mar 2017
- University of Michigan - DearbornJan 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MI, MS, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7123203
- Firm CRD
- 6363