Philip Herbert Ellis

Employer firm

Blue Iguana Financial, LLC CRD 330254

$22.6M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 01/2019
  Great Lakes And Atlantic Wealth
  St. Joseph, MI
• 01/2019 → 04/2023
  Red Oak Capital Management, Inc
  Saint Joseph, MI
• 11/2015 → 01/2019
  Hayden Royal, Llc Formerly Known As Great Lakes &
  Saint Joseph, MI
• 04/2023 → 08/2024
  Mgo One Seven Dba Brittison Financial Group, Inc.
  Saint Joseph, MI
• 03/2003 → Present
  Brittison Financial Group, Inc
  Saint Joseph, MI
• 08/2024 → Present
  Blue Iguana Financial, Llc
  Saint Joseph, MI

Previous Registrations

• 2023-05-01 → 2024-08-05
  Oneseven
  Beachwood, OH
  Saint Joseph, MI
• 2019-03-25 → 2023-11-03
  Red Oak Capital Management, Inc.
  Saint Joseph, MI
  Oak Brook, IL
  Mishawaka, IN
• 2015-11-12 → 2019-01-28
  Hayden Royal
  St. Joseph, MI
  Charlotte, NC
• 2013-08-30 → 2015-09-08
  Dynasty Capital Management, Inc
  Saint Joseph, MI
  Englewood, CO

Other Businesses

Philip spends 20-30 hours per week at Brittison Financial Group, inc. which was formed 5/9/2014. Insurance licensed - life and health.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-29

Other Names

• Philip H Ellis