Phillip Edward Curoe

Current Employers

Employment History

• 11/2011 → 09/2020
  U.S. Bancorp Investments, Inc.
  Apple Valley, MN
• 10/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2020 → Present
  Tailormade Wealth Management
  Edina, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-03-13 → 2020-10-06
  U.S. Bancorp Investments, Inc.
  Maple Grove, MN
  Minneapolis, MN
  Eagan, MN
  Minnetonka, MN
  Eagan, MN
  Maple Grove, MN
  Burnsville, MN
  Eagan, MN
  Apple Valley, MN
  Lakeville, MN
  Eagan, MN
  Eagan, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/12/1996 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE , HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: TAILORMADE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 9/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA WILL BE FOR BROKERAGE AND ADVISORY SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: ST. PETER'S CHURCH; INVESTMENT RELATED: NO; ADDRESS: 1405 SIBLEY MEMORIAL HWY, MENDOTA, MN 55150; NATURE OF BUSINESS: BOARD; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: COMMITTEE VOLUNTEER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP THE COMMITTEE DECIDE THE BEST USE OF THE PARISH'S RESOURCES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-12
• S63 Uniform Securities Agent State Law Examination
  1995-10-25

Designations

Other Names

• Phill Curoe