Phillip James Strosahl

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → 12/2019
  Strosahl & Co., Cpa'S S.C.
  Menomonee Falls, WI
• 05/2013 → 10/2019
  1St Global Capital Corp
  Menomonee Falls, WI
• 05/2013 → 10/2019
  1St Global Advisors Inc.
  Menomonee Falls, WI
• 10/2013 → 06/2025
  Avantax Insurance Services
  Menomonee Falls, WI
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Menomonee Falls, WI
• 10/2019 → 09/2025
  Avantax Advisory Services
  Menomonee Falls, WI
• 10/2013 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Menomonee Falls, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Menomonee Falls, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Menomonee Falls, WI
• 2013-09-11 → 2019-10-25
  1St Global Advisors Inc
  Menomonee Falls, WI

Other Businesses

1) VENTURING CREW 109 POSITION: Treasurer NATURE: youth group thru boy scouts. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: N52W14413 Aryshire Ct, Menomonee Falls WI 53051, United States DESCRIPTION: I am maintain the checkbook and checking account. I make the deposits and pay the bills. I give a report monthly to the committee. Our balance avaerages under $1,000. We have no savings account or investments.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-08