Phillip Francis Pratt

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 12/2021 → 06/2025
  Northwestern Mutual Investment Services
  Milwaukee, WI
• 06/2025 → Present
  Charles Schwab & Co., Inc.
  Brookfield, WI
• 03/2021 → 12/2021
  Northwestern Mutual - The Grogan Group
  Milwaukee, WI
• 10/2020 → 03/2021
  Homemaker
  Hales Corners, WI
• 02/2019 → 10/2020
  Scheels
  Springfield, IL
• 11/2018 → 02/2019
  Homemaker
  Springfield, IL
• 01/2013 → 10/2018
  Wisconsin State Assembly, Rep. Rob Hutton
  Madison, WI
• 02/2018 → 10/2018
  Kilwins Madison
  Madison, WI
• 06/2025 → Present
  Charles Schwab Bank
  Brookfield, WI
• 10/2017 → 02/2018
  Fight Prime Training Center
  Madison, WI

Other Businesses

1) Trail Life USA Troop 1689 | Investment Related:No|3800 W Howard Ave|New Berlin|WI|53151|USA|Nonprofit Charitable Organizations|Committee Chair|11/1/2025|Less than 20|0|Responsible for gathering information of new members and for recruiting and training of other committee members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-11
• S63 Uniform Securities Agent State Law Examination
  2021-08-06

Other Names

• Phil Pratt
• Phillip Francis Pratt