PR
Phillip A. Rademacher
RADEMACHER FINANCIAL
Lawrence, KS 66047
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CRD#: 2233448
PR
Professional summary
Phillip Adam Rademacher, CFP®, who also goes by Phill Rademacher, is a registered financial advisor currently at RADEMACHER FINANCIAL, INC. located in Lawrence, Kansas.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Phillip has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Phill Rademacher
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
~(1) Licensed Independent Insurance Agent; Investment-related; Lawrence, KS; Position: Insurance Agent; Start Date 05/1992; Approximately 10 hours/month devoted to this business with 10 hours/month devoted during securities trading hours. ~(2) P&R Holdings LLC; Address: 1505 Kasold, Lawrence, KS, 66047, United States; Activity Type: Rental Real Estate; Position/Title: Owner/Proprietor; Investment Related: Yes; Start Date: 11/2015; Hours per month devoted to this business: 2-10; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Office building rental. ~(3) RTP, LLC; Address: 1505 Kasold Dr, Lawrence, KS, 66047, United States; Activity Type: Business Owner Position/Title: Officer - CEO; Investment Related: Yes; Start Date: 11/28/2012; Hours per month devoted to this business: 2-10 Hours; per month devoted to this business during trading hours: 2-10; Description of duties: CEO.
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Adam Rademacher's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
December 29, 1999 - Present
RADEMACHER FINANCIAL, INC.
Office #1: 1505 Kasold Drive, Lawrence, KS 66047RIA
CRD#: 114067
Lawrence, KS
Past
May 14, 2014 - August 4, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
LAWRENCE, KS
Past
October 25, 1999 - June 30, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LAWRENCE, KS
Past
May 14, 1992 - October 25, 1999
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 14, 1992 - October 25, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
RADEMACHER FINANCIAL, INC.
RADEMACHER FINANCIAL, INC.
CRD#: 114067 / SEC#: 801-113139
RIA
Registered Investment Advisory firm - (5/3/2018 Approved)Florida
Registered Investment Advisory firm - (5/7/2018 Terminated)Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)Montana
Registered Investment Advisory firm - (5/7/2018 Terminated)Texas
Registered Investment Advisory firm - (5/7/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(12/29/1999)
IAR
Texas(4/29/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
RF
RADEMACHER FINANCIAL, INC.
RADEMACHER FINANCIAL, INC.
CRD#: 114067 / SEC#: 801-113139
RIA
Registered Investment Advisory firm - (5/3/2018 Approved)Florida
Registered Investment Advisory firm - (5/7/2018 Terminated)Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)Montana
Registered Investment Advisory firm - (5/7/2018 Terminated)Texas
Registered Investment Advisory firm - (5/7/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1505 Kasold Drive, Lawrence, KS 66047
Mailing Address
Phone number
(785) 865-5308
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,095 |
| AUM (Assets Under Management) | $ 262,884,125 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RADEMACHER FINANCIAL, INC.
CRD#: 114067Lawrence, KS 66047TRUST BUT VERIFY
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