PM
Philip J. Messuri
LAKERIDGE WEALTH MANAGEMENT LLC
Albuquerque, NM 87110
Some features on this profile are disabled
CRD#: 2701121
PM
Professional summary
Philip Joseph Messuri, CFP®, who also goes by Misery Messuri, Phil Messuri, Philip Misery, is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Albuquerque, New Mexico and PRIVATE CLIENT SERVICES, LLC located in Albuquerque, New Mexico.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Philip has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Misery Messuri | Phil Messuri | Philip Misery
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) Lakeridge Wealth Management. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. RIA. 150 hrs/mo; 130 during trading hrs. 2) Champion Agency. 2155 Louisiana Blvd NE #3100, Albuquerque, NM 87110. General insurance agency with which I do occasional term insurance. Occasional use for life insurance policies- all term. 2 hrs/mo; 2 during trading hrs. 3) AIG Insurance Company. 21650 Oxnard St, Suite 750, Woodland Hills, CA 91367. Occasional fixed annuity business. Acting as an insurance agent. 1 hr/mo; 1 during trading hrs. 4) Phil Messuri Financial Services LLC. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Initial brand-use for myself and employees for my firm's 401k. Sole owner. 5 hrs/mo; 5 during trading hrs. 5) Financial Solutions Planning and Investments. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Used this as a primary brand for about 8 years, sincem y colleague, Travis Flandermeyer and I came together. This may be a sub brand to our primary Lakeridge Wealth Management brand. I used Phil Messuri Financial Services as the OBA under which I primarily work There is no ownership. RR and IAR. 0 hrs/mo;0 during trading hrs. 6) Messuri/Flandermeyer Financial Solutions. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. An unused DBA stemming from the initial non-official business relationship between my colleague, Travis Flandermeyer and me. This was never a legal partnership. 0 hrs/mo; 0 during trading hrs. 7) The Doctors' Financial Resource. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. My colleague, Travis Flandermeyer brought this brand to our business relationship when we joined about 8 years ago. I occasionally use this brand when Travis and I work with doctor clients. This brand is a secondary brand to our Lakeridge Wealth Management RIA primary brand. RR and IAR. 2 hrs/mo; 2 during trading hrs. 8) Eastern Sandoval Citizens Association (ESCA). PO Box 215, Placitas, NM 87043; 1 Ridge Ct, Placitas, NM 87043. ESCA represents unofficially the citizens of Eastern Sandoval County that includes unincorporated communities. Board of directors, not act as Treasurer. 3 hrs/mo; 0 during trading hrs. Not investment related. 9) Sandia Peak Ski Patrol. PO Box 50494, Albuquerque, NM 87101. Volunteer organization overseeing ski safety and injury management at Sandia Peak in Albuquerque, NM. Alumni Patroller; investment committe member; not managing the Fidelity Custodian Accounts. 2 hrs/mo; 0 during trading hrs. Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Joseph Messuri'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: 2000
Experience
Current
January 19, 2022 - Present
LAKERIDGE WEALTH MANAGEMENT LLC
Office #1: 6100 Uptown Blvd Ne Suite 610c, Albuquerque, NM 87110RIA
CRD#: 314071
Albuquerque, NM
Current
September 1, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 5203 Juan Tabo Blvd Ne, Ste 2c, Albuquerque, NM 87111RIA
BD
CRD#: 120222
Albuquerque, NM
Past
August 19, 2021 - December 31, 2021
LAKERIDGE WEALTH MANAGEMENT LLC
RIA
CRD#: 314071
Albuquerque, NM
Past
March 3, 2003 - September 1, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ALBUQUERQUE, NM
Past
February 7, 2003 - September 1, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ALBUQUERQUE, NM
Past
January 19, 1999 - February 3, 2003
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ALBUQUERQUE, NM
Past
December 3, 1998 - February 3, 2003
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
May 15, 1996 - November 30, 1998
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CINCINNATI, OH
Past
March 4, 1996 - April 26, 1996
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 4, 1996 - April 26, 1996
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".
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/1/2022)
RR
Arkansas(2/21/2023)
RR
California(9/1/2022)
RR
Colorado(9/1/2022)
RR
Connecticut(9/1/2022)
RR
Florida(9/1/2022)
RR
Idaho(9/1/2022)
RR
Illinois(9/1/2022)
RR
Kentucky(10/17/2023)
RR
Maryland(10/17/2023)
RR
Michigan(9/1/2022)
RR
Missouri(9/1/2022)
RR
Nebraska(5/29/2024)
IAR
New Mexico(1/19/2022)
RR
New Mexico(9/1/2022)
RR
New York(9/1/2022)
RR
Oklahoma(9/1/2022)
RR
Oregon(10/5/2022)
RR
Pennsylvania(9/1/2022)
RR
South Carolina(9/1/2022)
RR
Texas(9/1/2022)
RR
Virginia(10/17/2023)
RR
Washington(9/1/2022)
RR
Wisconsin(9/1/2022)
RR
Wyoming(9/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
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Contact information
Main Address
7470 Center St, Mentor, OH 44060
Mailing Address
Phone number
(440) 510-1901
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,542 |
| AUM (Assets Under Management) | $ 700,523,160 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LAKERIDGE WEALTH MANAGEMENT LLC
CRD#: 314071Albuquerque, NM 87110TRUST BUT VERIFY
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