Philip Justin Eickhoff

Current Employers

Employment History

• 01/2024 → Present
  Iter-Silva Financial Group
  Hillsboro, OR
• 08/2013 → 03/2019
  Summit Settlement Group, International
  Overijse
• 03/2019 → 01/2024
  Summit Settlement Group, Int'L
  Oconomowoc, WI
• 05/2019 → 01/2023
  Summit Kai-Zen Financial
  Delafield, WI
• 09/2021 → Present
  Iams Wealth Management
  Elkhorn, NE

Other Businesses

Name: Iter-Silva Financial Group Investment related: Yes Address: 325445 NE Bald Peak Road, Hillsboro, OR 97123 Description: Life Insurance and Annuity sales and brokerage services, specializing in settlement planning for attorneys and their clients. Position/Relationship, owner of a sole proprietorship providing financial services, no employees. The business began 5/2003 and continues, full-time. Outsourced Estate Planning Software Services Through Legacy Lock; 04/2023; Non-Investment Related; Works with client to help gather client information and decisions in Legacy Lock's software and will help navigate through the software, general estate and tax guidance 140 hours per month, 70 during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-13
• S63 Uniform Securities Agent State Law Examination
  1997-04-29

Other Names

• Philip Justin Eickhoff