Katherine Nicole Phillips

Current Employers

Employment History

• 09/2017 → 02/2018
  Stf Wealth
  San Diego, CA
• 07/2017 → 09/2017
  Unemployed
  San Diego, CA
• 03/2016 → 07/2017
  The Olivier Group
  Baton Rouge, LA
• 08/2013 → 05/2017
  Louisiana State University
  Baton Rouge, LA
• 10/2017 → 04/2018
  Berthel Fisher & Company Financial Services, Inc.
  San Diego, CA
• 03/2018 → 04/2018
  Bfc Planning, Inc.
  San Diego, CA
• 05/2018 → 05/2022
  American Tax And Financial Planners
  Colorado Springs, CO
• 05/2018 → 04/2022
  Investment Advisor Alliance
  Oradell, NJ
• 02/2021 → 04/2022
  Investment Advisor Group
  Hancock, NY
• 01/2022 → 03/2022
  Russell Reeves Capital
  San Diego, CA
• 04/2022 → 06/2023
  Practice Cfo
  San Diego, CA
• 06/2023 → 04/2025
  Ellevest
  New York, NY
• 04/2025 → 03/2026
  Mercer Global Advisors Inc.
  Covington, LA
• 03/2026 → Present
  Uprise
  Gonzales, LA
• 07/2026 → Present
  Childfree Wealth, Llc
  Mount Juliet, TN

Previous Registrations

• 2025-04-22 → 2026-03-06
  Mercer Global Advisors Inc.
  Covington, LA
  Denver, CO
• 2023-06-23 → 2025-04-21
  Ellevest
  Chula Vista, CA
  New York, NY
  Gonzales, LA
• 2022-06-22 → 2023-06-08
  Practicecfo Investments
  San Diego, CA
• 2021-02-22 → 2022-04-15
  Investment Advisor Group
  Hancock, NY
  Chula Vista, CA
• 2018-05-15 → 2021-02-26
  Keeler & Co., Llc
  San Diego, CA
• 2018-03-22 → 2018-05-14
  Bfc Planning, Inc.
  San Diego, CA
  Cedar Rapids, IA

Other Businesses

Employed as a Financial Planning Consultant at Uprise. This accounts for 37.5% of Nicole's time during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-09

Designations