Victor Laszlo Anthony Phillips

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2021 → Present
  Ameriprise Financial Services, Llc
  Novi, MI
• 11/2019 → 01/2021
  Blumark Financial
  Novi, MI
• 04/2019 → 08/2019
  Blumark Financial
  Novi, MI
• 02/2017 → 12/2018
  Twin Firs Landscape & Design
  Whitmore Lake, MI
• 03/2016 → 03/2017
  Chipotle Mexican Grill
  Ann Arbor, MI
• 01/2016 → 04/2020
  University Of Michigan - Dearborn
  Dearborn, MI

Other Businesses

Independent Insurance Brokering; Guardian Insurance; 01/03/2023; Disability Income. Outside Employment; Blumark Financial Advisors, LLC; Financial Advisor - Managing a client base, servicing existing clients.; Manage advisory business; 2601 Cambridge Ct Ste 120, , Auburn Hills, MI, 48326; Investment-Related; 11/21/2019; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-07

Designations

• Certified Financial Planner

Other Names

• Victor Laszlo Anthony Phillips
• Victor Phillips