Philip
Wettersten
Playbook
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About this Advisor
Philip Wettersten is a financial advisor based in San Francisco, California, working with Playbook. Philip has previously held positions at Td Ameritrade, Macalester College, The Adirondack Trust Company, Moreau Lake State Park, Adirondack Financial & Planning Services, Adirondack Spirit, Glens Falls Country Club, Robinhood Financial, and Playbook. Philip has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Philip is part of Playbook, which operates out of San Francisco, California. The firm has 11 employees and manages assets totaling $2.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Playbook includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Playbook Brokerage Details
$2,170,223
11
3,053
$711
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Philip Wettersten Work History
Playbook
Robinhood Financial
Td Ameritrade
Td Ameritrade
Macalester College
The Adirondack Trust Company
Macalester College
Moreau Lake State Park
Adirondack Financial & Planning Services
Macalester College
Adirondack Spirit
Macalester College
Macalester College
Glens Falls Country Club
Disclosures
Please visit the SEC profile of Philip Wettersten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Playbook
San Francisco, CA
San Francisco, CA
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