Phillip R Wight

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2014 → 02/2019
  Larson Financial Group, Llc
  Chesterfield, MO
• 07/2014 → 02/2019
  Larson Financial Securities, Llc
  Chesterfield, MO
• 03/2019 → 12/2019
  Guardian Life Insurance Co Of America
  Saint Louis, MO
• 03/2019 → 12/2019
  Park Avenue Securities, Llc
  Saint Louis, MO
• 01/2020 → 06/2021
  Nylife Securities, Llc
  Creve Coeur, MO
• 01/2020 → 06/2021
  New York Life Insuarance Co.
  Creve Coeur, MO
• 03/2019 → 12/2019
  Freedom Wealth Strategies
  St Louis, MO
• 06/2021 → 12/2024
  Massmutual Life Insurance Co
  Chesterfield, MO
• 07/2021 → 12/2024
  Mml Investors Services, Llc
  Chesterfield, MO
• 01/2025 → Present
  Lpl Enterprise
  St. Louis, MO

Previous Registrations

• 2021-07-13 → 2024-12-31
  Mml Investors Services, Llc
  Chesterfield, MO
• 2019-03-19 → 2020-01-02
  Park Avenue Securities Llc
  Saint Louis, MO
• 2014-08-04 → 2019-03-01
  Larson Financial Group, Llc
  Saint Louis, MO
• 2008-07-01 → 2014-06-19
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
• 2008-04-04 → 2008-07-02
  Waddell & Reed
  Edmond, OK
• 2005-04-27 → 2007-11-12
  Ameriprise Financial Services, Llc
  Chesterfield, MO
  Chesterfield, MO

Other Businesses

1) 12/18/2024 - Rockford Farms - Owner - start date 01/01/2016 - Eolia, MO - 2 hrs/mth - investment related 2) 12/17/2024 - Dogs on Duty - Handler - Non-profit volunteer (not on board) - start date 07/01/2019 - Saint Peters, MO - 2hrs/mth 3) 10/03/2025-StlTopRides-Business Owner-Not inv related-At Wildwood, MO-Start date 10/01/2025-10hrs/mth-6hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2005-04-13
• S63 Uniform Securities Agent State Law Examination
  2000-06-09

Other Names

• Phillip Reese Wight
• Phillip Rees Wight