Philip Joseph Statz

Employer firm

Insight Financial Group, Inc. CRD 127054

$94.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2003 → Present
  Insight Financial Group Inc
  Arlington Heights, IL
• 08/2005 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2003-03-03 → 2005-08-29
  Qa3 Financial Llc
  Hoffman Estates, IL
• 2000-05-11 → 2002-12-19
  Ffp Advisory Services Inc
  Wheeling, IL

Other Businesses

1) INSURANCE AGENT:INDEPENDENT SALES, ADVICE, MGMT., 5 % OF TIME, 40-60 HOURS/WK. STARTED 1999. 2)REGISTERED INVESTMENT ADVISOR, 1901 N. ROSELLE ROAD, SUITE 800, SCHAUMBURG IL, 60195. SINCE 2003, OWNER/PRESIDENT/ADVISOR. 95% OF TIME, 40-60 HOURS/WEEK. FINANCIAL AND INVESTMENT SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-24
• S63 Uniform Securities Agent State Law Examination
  1999-08-24