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Philip Andrew Schimke

Cardinal Wealth Advisors, L.L.C.

Edina, MN

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Current Employers
Cardinal Wealth Advisors, L.L.C.

7201 Ohms Lane Suite 215, Edina, MN 55439-2154 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2019-09-19
  • MN RA
    APPROVED
    Since 2019-09-19

Branch Locations

7201 Ohms Lane Suite 215, Edina, MN 55439-2154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cardinal Wealth Advisors, Llc Edina MN 09/2019 Present
Cardinal Wealth Advisors, Llc Edina MN 10/2018 09/2019
Greenisle Consulting Edina MN 06/2016 09/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-03
S63 Uniform Securities Agent State Law Examination 1994-05-04
  • S65 Uniform Investment Adviser Law Examination
    2019-08-03
  • S63 Uniform Securities Agent State Law Examination
    1994-05-04
Other Names
  • Philip Andrew Schimke

View on SEC IAPD

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