Phillip Joseph Palmer

Employer firm

Thepartners Wealth Management CRD 314816

$1.18B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR

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

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

Current Employers

Employment History

• 01/2001 → 08/2019
  Golden Rule Insurance
  Safford, AZ
• 08/2006 → Present
  Stadium Plaza Llc
  Safford, AZ
• 01/2014 → 09/2019
  Global View Capital Management, Ltd
  Waukesha, WI
• 01/2014 → 09/2019
  Global View Capital Insurance, Ltd.
  Waukesha, WI
• 04/2014 → 09/2019
  Global View Capital Advisors, Ltd.
  Waukesha, WI
• 11/2014 → 08/2019
  Health Net
  Safford, AZ
• 09/2019 → 10/2024
  Scf Investment Advisors, Inc.
  Fresno, CA
• 01/2014 → 05/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2024 → Present
  Thepartners Wealth Management
  Carmel By The Sea, CA

Previous Registrations

• 2019-09-06 → 2024-10-17
  Scf Investment Advisors, Inc.
  San Diego, CA
  Safford, AZ
• 2014-01-10 → 2019-10-01
  Global View Capital Management Llc
  Safford, AZ
  Waukesha, WI
  Safford, AZ
• 2013-06-13 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Safford, AZ
  Waukesha, WI
• 2012-01-06 → 2013-05-31
  Transamerica Financial Advisors, Llc
  Safford, AZ
• 2006-07-24 → 2012-01-06
  Investment Advisors International, Inc.
  Phoenix, AZ
  Safford, AZ
  Flagstaff, AZ
  Gilbert, AZ

Other Businesses

ASH CREEK FINANCIAL ADVISORS, LLC - FINANCIAL SERVICES - NON-INVESTMENT RELATED - USED FOR ASSIGNMENT OF COMMISSIONS FOR LIFE INSURANCE & FIXED ANNUITIES - 602 S ITH AVE, SAFFORD, AZ; P & K PALMER FINANCIAL SERVICES, LLC - NOT INVESTMENT RELATED - 4815 N WATSON LANE, SAFFORD, AZ - PASS THROUGH ENTITY USED FOR WHEN MY CPA PROVIDES SERVICES AND PREPARES MY TAXES - MANAGER/MEMBER - STARTED 1/2005 - APPROX 1 HR/MO - ZERO HRS DURING TRADING HOURS - MONITOR & ENSURE EACH DOLLAR AMOUNT PASSES THROUGH THE ENTITY CORRECTLY; STADIUM PLAZA, LLC - NOT INVESTMENT RELATED - SAME ADDRESS - RENTAL & SALES OF RESIDENTIAL REAL ESTATE PROPERTIES - OWNER/SOLE PROPRIETOR - STARTED 8/2006 - APPROX 3-8 HRS/MO - SAME AMOUNT DURING TRADING HOURS - LANDLORD - COLLECT RENT PAYMENTS & MAINTAIN THE PROPERTIES; SELF EMPLOYED INSURANCE AGENT - 602 S 8TH AVE. SAFFORD, AZ 85546 - FIXED LIFE, HEALTH AND ANNUITY PRODUCTS - STARTED 9/2019 - APPROX 8 HR/MO DURING TRADING HOURS: GILA VALLEY FINANCIAL, LLC - 50% OWNER - SAME ADDRESS - LLC - FOR PURCHASE OF COMMERCIAL BLDG WHERE LOCATED; THATCHER HIGH SCHOOL BOOSTER CLUB TREASURER - 4815 N WATSON LANE, SAFFORD, AZ 85546 - NON-PROFIT ORGANIZATION VOLUNTEER - 3 HOURS MONTHLY - BOOKKEEPING SERVICES - STARTED 7/2020; LOANER FOR RELATIVE'S SMALL BUSINESS - NON INVESTMENT RELARED - 4815 N. WATSON LN., SAFFORD, AZ 85546 - LOAN- LOANER - 09/05/2022 - 1 HR/MO - 0 HR/MO - SHORT TERM, 3 YR LOAN TO NEPHEW TO INVEST IN SMALL BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-09
• S63 Uniform Securities Agent State Law Examination
  2000-06-23

Other Names

• Phillip J. Palmer
• Phillip Palmer