Philip J. Statz

INSIGHT FINANCIAL GROUP

ARLINGTON HEIGHTS, IL 60004

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CRD#: 3244629

Professional summary

Philip Joseph Statz, CFP® is a registered financial advisor currently at INSIGHT FINANCIAL GROUP, INC. located in Arlington Heights, Illinois.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Philip has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Joseph Statz'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^®

Certified Financial Planner

Start date: 2007

Experience

Current

August 26, 2003 - Present

INSIGHT FINANCIAL GROUP, INC.

Office #1: 3800 North Wilke Road Suite 300, Arlington Heights, IL 60004

RIA

CRD#: 127054

ARLINGTON HEIGHTS, IL

Past

August 31, 2005 - September 11, 2009

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SCHAUMBURG, IL

Past

March 4, 2003 - August 29, 2005

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

Past

March 3, 2003 - August 29, 2005

QA3 FINANCIAL LLC

RIA

CRD#: 104957

HOFFMAN ESTATES, IL

Past

December 20, 2002 - March 4, 2003

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Past

May 11, 2000 - December 19, 2002

FFP ADVISORY SERVICES INC

RIA

CRD#: 110778

WHEELING, IL

Past

July 2, 1999 - December 19, 2002

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

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

Illinois
(8/26/2003)

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: 3/24/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/1/1999

General Securities Representative Examination

Current Firm

INSIGHT FINANCIAL GROUP, INC.

CRD#: 127054 / SEC#:

Illinois

Registered Investment Advisory firm - (8/26/2003 Approved)

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Contact information

Main Address

1901 North Roselle Road Suite 800, Schaumburg, IL 60195

Mailing Address

Phone number

(847) 592-7052

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	392
AUM (Assets Under Management)	$ 93,000,000

Red Flags

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

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Philip J. Statz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Joseph Statz's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT FINANCIAL GROUP, INC.

PURSHE KAPLAN STERLING INVESTMENTS

QA3 FINANCIAL CORP.

QA3 FINANCIAL LLC

WATERSTONE FINANCIAL GROUP, INC.

FFP ADVISORY SERVICES INC

FFP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2000

Series 63

Date: 8/24/1999

Series 7

Date: 7/1/1999

Current Firm

INSIGHT FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INSIGHT FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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