Philip A. Schimke
Professional summary
Philip Andrew Schimke is a registered financial advisor currently at CARDINAL WEALTH ADVISORS, L.L.C. located in Edina, Minnesota.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Philip has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 11 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Andrew Schimke's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 19, 2019 - Present
CARDINAL WEALTH ADVISORS, L.L.C.
Office #1: 7201 Ohms Lane Suite 215, Edina, MN 55439-2154May 21, 1996 - March 19, 1998
CETERA WEALTH SERVICES, LLC
April 27, 1994 - January 5, 1995
WELLS FARGO BROKERAGE SERVICES, L.L.C.
March 15, 1991 - July 23, 1993
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/19/2019)
Exams
Series 11
Date: 3/12/1991
Assistant Representative-Order Processing Qualification ExamCurrent Firm
CARDINAL WEALTH ADVISORS, L.L.C.
CRD#: 134758 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 278 |
| AUM (Assets Under Management) | $ 75,400,000 |
Red Flags
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