Phillip Scott Wood

Current Employers

Employment History

• 09/1998 → 11/2017
  Wealth Partners, Inc/Sii Investments, Inc.
  Fremont, NE
• 11/2017 → 03/2020
  Ameriprise Financial Advisors Inc.
  Fremont, NE
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Omaha, NE

Previous Registrations

• 2001-03-15 → 2017-11-17
  Sii Investments, Inc.
  Omaha, NE
  Omaha, NE
  Howells, NE
  Schuyler, NE
  Albion, NE
  Omaha, NE
  Omaha, NE
  Fremont, NE
  Schuyler, NE
  Howells, NE
  Albion, NE

Other Businesses

Business Ownership; Flagship Partners, Inc.; Wealth Advisor and managing the practice; Used to manage the advisory practice and includes payment of practice expenses including staff payroll & benefits.; 18819 Miracle Hills Dr. Suite 101, , Omaha, NE, 68154; Investment-Related; 10/15/2020; 40 to 59 hours per month; 20 to 39 during trading hours / Northstar Holdings, LLC; Managing my Ameriprise franchise; Part of my time is spent managing the advisors of the franchise itself as opposed to my time acting as a financial advisor for my clients.; 11819 Miracle Hills Dr. Suite 101, , Omaha, NE, 68154; Investment-Related; 10/15/2020; 10 to 19 hours per month; 1 to 9 during trading hours / Momentum Partners, LLC; Management; See answer in item 3.3.9 above.; 11819 Miracle Hills Drive, Suite 101, , Omaha, NE, 68154; Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours / Onward Holdings I, LLC; Partial owner, no direct day-to-day responsibilities.; An Ameriprise financial services practice within Phil Wood's franchise.; 11819 Miracle Hills Drive, Suite 101, , Omaha, NE, 68154; Investment-Related; 12/07/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Momentum Partners, LLC; Shareholder - Management; ; 11819 Miracle Hills Drive, Suite 101, , Omaha, NE, 68154; Investment-Related; 08/15/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Flagship Partners, Inc.; President - Financial advisor and managing partner of financial advisory practice.; ; 11819 Miracle Hills Dr. Suite 101, , Omaha, NE, 68154; Investment-Related; 10/15/2020; 10 to 19 hours per month; 1 to 9 during trading hours / Northstar Holdings, LLC; President - Entity to manage the franchise and provide consulting services.; Manage advisory business; 11819 Miracle Hills Dr. , Suite 101, Omaha, NE, 68154; Investment-Related; 10/15/2020; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-22
• S63 Uniform Securities Agent State Law Examination
  1988-04-11

Other Names

• Phillip Scott Wood
• Phillip S Wood