Phillip M. Gober

LIBERTY ONE INVESTMENT MANAGEMENT

Fremont, UT

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CRD#: 4913355

Professional summary

Phillip Michael Gober is a registered financial advisor currently at LIBERTY ONE INVESTMENT MANAGEMENT located in Fremont, Utah.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Phillip has worked at 7 firms and has passed the Series 66, SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Michael Gober's CRS (Customer Relationship Summary).

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

October 17, 2025 - Present

LIBERTY ONE INVESTMENT MANAGEMENT

RIA

CRD#: 304290

Fremont, UT

Past

January 17, 2023 - May 8, 2025

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

Past

August 31, 2022 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

OMAHA, NE

Past

August 29, 2022 - May 8, 2025

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

July 19, 2007 - August 5, 2022

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

April 29, 2005 - March 2, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 29, 2005 - March 2, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

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".

LIBERTY ONE INVESTMENT MANAGEMENT

LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826

RIA

Registered Investment Advisory firm - (6/21/2019 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.

Highlighted states indicate IAR registrations

IAR

Utah
(10/17/2025)

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 66

Date: 4/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/2005

General Securities Representative Examination

Current Firm

LIBERTY ONE INVESTMENT MANAGEMENT

LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

1509 N. Milwaukee Ave., Libertyville, IL 60048

Mailing Address

Phone number

(847) 680-9255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIBERTY ONE FORM ADV PART 2A BROCHURE (10/15/2025)

Regulatory assets under management

Total Number of Accounts	17,279
AUM (Assets Under Management)	$ 2,378,579,630

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.

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Advisor Monitoring

Firm Stability Insights

Phillip M. Gober

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Michael Gober's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL SECURITIES, LLC

OSAIC SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LIBERTY ONE INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/24/2005

Current Firm

LIBERTY ONE INVESTMENT MANAGEMENT

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY ONE INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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