Phillip's past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position, Phillip worked as an Equity Analyst for a value-oriented investment manager in Atlanta, Georgia. Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
General Information |
| Firm Start Year: | 2013 | |
| No.of Employees: | 2-4 | |
| States Licensed in: | MI; GA |
| Number of Years with Current Firm: | 8 |
| Work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers |
Services |
| Investment Types: | Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Via Email, Via Phone, Our Office, Our Offices, Video Conference, Your Home |
Qualifications & Memberships |
| Financial Organization Memberships: | American Institute of Certified Public Accountants (AICPA), Garrett Planning Network |
Firm Information |
| Assets Managed by Firm: | $45M |
| Assets Managed by Advisor: | $84M |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Hourly, Based on Assets |
| Fee % Based on Assets: | 0.7%-0.9% |
| Hourly Rate: | $150 |
Board Positions |
| Organization : | City of Grand Rapids Retirement System, Grand Rapids |
| Position : | Board Member |
| Duration : | 2016-Present |
Education |
| MBA - Management | Michigan State University
- East Lansing - 2009 |
| Bachelor - Finance | Michigan State University
- East Lansing - 2000 |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| Ada | Allendale |
| Alto | Bailey |
| Belding | Belmont |
| Byron Center | Caledonia |
| Casnovia | Cedar Springs |
| Clarksville | Comstock Park |
| Conklin | Coopersville |
| Dorr | Freeport |
| Grand Haven | Grand Rapids |
| Grandville | Greenville |
| Hamilton | Holland |
| Hopkins | Hudsonville |
| Jenison | Kent City |
| Lowell | Marne |
| Middleville | Moline |
| Nunica | Ravenna |
| Rockford | Sand Lake |
| Saranac | Sparta |
| Wayland | West Olive |
| Wyoming | Zeeland |
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