Philip G. Condit

CONDIT WEALTH MANAGEMENT CO

FARGO, ND 58103

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CRD#: 2489945

Professional summary

Philip Gordon Condit, who also goes by Phil G Condit, Philip G Condit, is a registered financial advisor currently at CONDIT WEALTH MANAGEMENT CO located in Fargo, North Dakota.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Philip has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil G Condit | Philip G Condit

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Gordon Condit'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®

None

Experience

Current

December 19, 2005 - Present

CONDIT WEALTH MANAGEMENT CO

Office #1: 2701 9th Ave. So., Ste I, Fargo, ND 58103

RIA

CRD#: 137811

FARGO, ND

Past

November 29, 2017 - January 2, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FARGO, ND

Past

November 29, 2017 - January 2, 2026

LPL FINANCIAL LLC

CRD#: 6413

FARGO, ND

Past

November 17, 2006 - November 29, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

FARGO, ND

Past

November 6, 2006 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

FARGO, ND

Past

December 3, 1997 - December 31, 2002

CENTURY FINANCIAL ADVISORS, INC.

RIA

CRD#: 118352

FARGO, ND

Past

July 8, 1996 - November 14, 2006

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

FARGO, ND

Past

May 25, 1994 - November 14, 2006

FSC SECURITIES CORPORATION

CRD#: 7461

FARGO, ND

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

Minnesota
(2/23/2018)

IAR

North Dakota
(12/19/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/12/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/2/2005

General Securities Principal Examination

Current Firm

CONDIT WEALTH MANAGEMENT CO

CONDIT CAPITAL MANAGEMENT CO. | CONDT WEALTH MANAGEMENT CO | CONDIT WEALTH MANAGEMENT CO

CRD#: 137811 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/3/2006 Approved)

North Dakota

Registered Investment Advisory firm - (12/19/2005 Approved)

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Contact information

Main Address

3491 45th St S, Fargo, ND 58104

Mailing Address

Phone number

(701) 237-6364

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	78
AUM (Assets Under Management)	$ 9,588,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Philip G. Condit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Gordon Condit's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

CENTURY FINANCIAL ADVISORS, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/1996

Series 63

Date: 5/13/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/12/1994

Series 24

Date: 8/2/2005

Current Firm

CONDIT WEALTH MANAGEMENT CO

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONDIT WEALTH MANAGEMENT CO

TRUST BUT VERIFY

Contact information

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