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R.philip Petrowski

R.philip Petrowski

BLACKHORN PARTNERS
MIDDLETON, WI 53562
CRD#: 4162606
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R.philip Petrowski
R.philip PetrowskiBLACKHORN PARTNERS

Professional summary


R.philip Petrowski, CFP®, CPWA®, who also goes by Robert Philip Petrowski, is a registered financial advisor currently at BLACKHORN PARTNERS located in Middleton, Wisconsin.

R.philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. R.philip has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 3, Series 31, Series 7, Series 51, Series 30 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert Philip Petrowski

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 R.philip Petrowski'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: 2007

CPWA®

Start date: 2021-08-30

Expire date: 2023-07-31

Experience


Current

June 18, 2026 - Present

BLACKHORN PARTNERS

Office #1: 7800 Discovery Dr. Ste 300, Middleton, WI 53562
RIA
CRD#: 342294
MIDDLETON, WI
Past

October 11, 2011 - June 25, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Middleton, WI
Past

October 5, 2011 - June 25, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Middleton, WI
Past

February 22, 2005 - March 16, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MADISON, WI
Past

February 22, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 22, 2005 - March 16, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MADISON, WI
Past

November 20, 2002 - June 16, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

April 24, 2000 - April 6, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 24, 2000 - April 6, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Texas
(6/18/2026)
IAR
Wisconsin
(6/18/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/2/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/27/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 10/28/2011
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 11/30/2011
NFA Branch Manager Examination
Principal/Supervisory Exam

Current Firm


BP
BLACKHORN PARTNERS
BLACKHORN PARTNERS | BLACKHORN PARTNERS PRIVATE WEALTH, LLC

CRD#: 342294 / SEC#:

Texas
Registered Investment Advisory firm - (5/13/2026 Conditional Restricted)
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Contact information


Main Address
7800 Discovery Dr. Ste 300, Middleton, WI 53562
Mailing Address
Phone number
(608) 620-3775
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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

Company Information


BLACKHORN PARTNERS

CRD#: 342294Middleton, WI 53562

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