Philip Mark Nybroten

Current Employers

Employment History

• 03/2016 → 07/2021
  Principal Life Insurance
  Milwaukee, WI
• 03/2016 → 07/2021
  Principal Securities Inc
  Wauwatosa, WI
• 10/2020 → 07/2021
  Concierge Financial Partners, Llc
  Mt. Pleasant, WI
• 07/2021 → 04/2024
  Transcend Advisor Group
  Mount Pleasant, WI
• 08/2021 → 07/2022
  The Leaders Group Inc
  Littleton, CO
• 03/2016 → 07/2021
  Fixed Insurance Sales
  Mt Pleasant, WI
• 07/2021 → 07/2024
  Transcend Insurance Group
  Mount Pleasant, WI
• 07/2024 → 04/2026
  Vantage Financial Partners, Llc
  Elm Grove, WI
• 04/2026 → Present
  Northrock Partners, Llc
  Elm Grove, WI

Previous Registrations

• 2024-07-03 → 2026-04-29
  Vantage Financial Partners, Llc
  Elm Grove, WI
• 2021-07-16 → 2024-07-01
  Transcend Advisor Group, Llc
  Milwaukee, WI
• 2016-03-15 → 2021-08-10
  Principal Securities, Inc.
  Wauwatosa, WI
• 2012-04-30 → 2016-03-10
  Commonwealth Financial Network
  Brookfield, WI
• 2011-11-28 → 2012-05-02
  Ipi Wealth Management, Inc.
  Decatur, IL

Other Businesses

VF Insurance; 1712 Dakota Ave. S, Huron SD 57350; Investment-related; Since 2024; Agent; Insurance agent for fixed life insurance products; Devote 8 hours/month; Devote 0 hours/month during trading hours. AM Investor Group; 13230 Watertown Plank Rd Elm Grove, WI 53122; Investment related; Since 2025; Investor Owner; AI firm developing agentic based services; Investor; 4 hours/month devoted to other business; 0 hours during trading hours. VF Veridian; 13230 Watertown Plank Rd Elm Grove, WI 53122; Investment related; Since 2025; Investor Owner; Construction company investment firm; 0 hours/month devoted to other business; 0 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-25

Other Names

• Philip Mark Nybroten