Philip A. Tribble

TRIBBLE FINANCIAL PLANNING

Ann Arbor, MI

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CRD#: 6529988

Professional summary

Philip A. Tribble, CFP® is a registered financial advisor currently at TRIBBLE FINANCIAL PLANNING located in Ann Arbor, Michigan.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Philip has worked at 3 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.

I serve as a paid high school football official in my region of the State of Michigan. This work is not investment related, and I operate out of my home, which is located at 3016 Brockman Blvd, Ann Arbor, MI 48104. I have been a high school football official in Michigan on and off for the past nine years. I devote approximately 12-15 hours per month to football officiating during football season (late August to early November). None of this work is during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip A. Tribble'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

Experience

Current

September 19, 2025 - Present

TRIBBLE FINANCIAL PLANNING

RIA

CRD#: 326576

Ann Arbor, MI

Past

June 23, 2023 - December 31, 2024

TRIBBLE FINANCIAL PLANNING

RIA

CRD#: 326576

ANN ARBOR, MI

Past

April 12, 2019 - January 11, 2023

ARBOR TRUST WEALTH ADVISORS, LLC

RIA

CRD#: 169611

ANN ARBOR, MI

Past

November 24, 2015 - April 5, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ANN ARBOR, MI

Past

September 15, 2015 - April 5, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

ANN ARBOR, MI

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

Michigan
(9/19/2025)

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: 11/19/2015

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: 9/15/2015

General Securities Representative Examination

Current Firm

TRIBBLE FINANCIAL PLANNING

TRIBBLE FINANCIAL PLANNING | TRIBBLE FINANCIAL PLANNING, LLC

CRD#: 326576 / SEC#:

Michigan

Registered Investment Advisory firm - (6/23/2023 Approved)

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Contact information

Main Address

Ann Arbor, MI

Mailing Address

Phone number

(734) 353-1924

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Philip A. Tribble

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip A. Tribble's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIBBLE FINANCIAL PLANNING

TRIBBLE FINANCIAL PLANNING

ARBOR TRUST WEALTH ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/15/2015

Current Firm

TRIBBLE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

TRIBBLE FINANCIAL PLANNING

TRUST BUT VERIFY

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