Kevan
Phillips
Wt Wealth Management, LLC
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About this Advisor
Kevan Phillips is a financial advisor based in Provo, Utah, working with Wt Wealth Management, LLC. Kevan has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Wt Wealth Management, LLC. Kevan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Idaho, Oregon, and Utah. Currently, Kevan is part of Wt Wealth Management, LLC, which operates out of Provo, Utah. The firm has 2 offices and 19 employees. The firm manages assets totaling $311.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Wt Wealth Management, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wt Wealth Management, LLC Brokerage Details
$311,105,350
19
2,429
$128,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kevan Phillips Work History
Wt Wealth Management, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Disclosures
Please visit the SEC profile of Kevan Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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