Philip Wesley Wegman

Current Employers

Employment History

• 06/2020 → 10/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2016 → 05/2017
  Kansas State University
  Manhattan, KS
• 05/2017 → 08/2017
  His Ranch
  Taylor, MO
• 11/2017 → 05/2018
  Cowboy Chicken
  Manhattan, KS
• 05/2018 → 08/2018
  Heimer Construction
  Taylor, MO
• 05/2017 → 08/2017
  Mcdonalds
  Quincy, IL
• 08/2018 → 05/2019
  Cowboy Chicken
  Manhattan, KS
• 08/2018 → 05/2019
  Powercat Financial
  Manhattan, KS
• 05/2019 → 08/2019
  Mariner Wealth Advisors
  St. Louis, MO
• 08/2019 → 03/2020
  Powercat Financial
  Manhattan, KS
• 03/2020 → 05/2020
  Powercat Financial
  Manhattan, KS
• 04/2020 → 05/2020
  Walmart
  Quincy, IL
• 08/2017 → 05/2018
  Kansas State University
  Manhattan, KS
• 08/2018 → 05/2019
  Kansas State University
  Manhattan, KS
• 08/2019 → 04/2020
  Kansas State University
  Manhattan, KS
• 04/2020 → 05/2020
  Kansas State University
  Manhattan, KS
• 10/2022 → 09/2025
  Investment Planners Inc.
  Decatur, IL
• 10/2025 → Present
  Journey Beyond Wealth
  Roswell, GA

Previous Registrations

• 2022-10-14 → 2025-09-29
  Ipi Wealth Management, Inc.
  Decatur, IL
• 2020-09-18 → 2022-10-14
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

1) FaireCoffee; Not investment related; 101 N Main St Washington, Illinois, 61571; Coffee shop; Bookkeeper; Bookkeeper; January 2, 2023; 8 hours total per month; 4 hours during securities trading hours; ; Keeping QuickBooks up to date. 2) Haerr's Inc; Not investment related; 6978 County Road 308 Taylor, Missouri, 63471; It is a company that holds farm ground and rents it out to local farms to farm; Vice Chair; Vice Chair; March 7, 2026; 5 hours total per month; 0 hours during securities trading hours; Help the president perform his duties in running the corporation;

Exams

• S66 Uniform Combined State Law Examination
  2020-08-28

Designations

Other Names

• Phil Wesley Wegman
• Philip Wegman