Philip Burdette Francois

Employer firm

Nectarine CRD 327155

3,210 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 02/2015 → 09/2020
  Edward Jones
  St Louis, MO
• 09/2020 → 05/2021
  Selectquote
  Overland Park, KS
• 12/2020 → Present
  Foundation Wealth Planning Llc
  Overland Park, KS
• 05/2021 → 04/2023
  Next Move Inc.
  Kansas City, MO
• 03/2023 → Present
  Kaplan North America, Llc
  Alpharetta, GA
• 07/2023 → 05/2024
  Altruvista, Llc
  Houston, TX
• 04/2024 → Present
  Nectarine Financial, Inc.
  Salina, KS

Previous Registrations

• 2015-02-23 → 2020-09-18
  Edward Jones
  Kansas City, MO
  St Louis, MO
  Lee'S Summit, MO
  Kansas City, MO

Other Businesses

KAPLAN NORTH AMERICA, LLC not investment-related 1015 Windward Ridge Pkwy, Alpharetta, GA 30005 education Securities Exam Prep Instructor 03/2023 80 hours per month 15 hours during trading teach exam review courses for securities exams

Exams

• S66 Uniform Combined State Law Examination
  2015-02-20

Designations

• Certified Financial Planner

Other Names

• Phil Francois
• Philip Francois