Philip Eric Weisbach
CFP®Professional Summary
Philip Eric Weisbach, CFP®, who also goes by Philip Eric Weisbach, Philip Weisbach, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Appleton, Wisconsin and LPL FINANCIAL LLC located in Appleton, Wisconsin. Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Philip has worked at 10 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Philip Eric Weisbach, Philip Weisbach
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT ALLIANCE | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
Contact Information
Main Address
100 W. Lawrence Street Suite 304, Appleton, WI 54911Phone Number
(920) 731-9293# of Employees
83SEC notice filing (33 States and Territories)
Registered to provide investment advisory services in 33 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
10,635AUM (Assets Under Management)
$2,278,835,584Similar Advisors
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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.
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Primary Firm SEC Registration
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT ALLIANCE | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
State Registrations and Notice Filings
(2/23/2026)
(2/14/2026)
(1/5/2024)
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(10/5/2023)
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(1/31/2024)
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(2/23/2026)
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(6/23/2025)
(6/11/2024)
(2/14/2026)
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(2/14/2026)
(6/11/2024)
(2/17/2026)
(6/11/2026)
(1/5/2024)
(2/14/2026)
(6/23/2025)
(9/14/2023)
(4/14/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Philip Eric Weisbach's CRS (Customer Relationship Summary).
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