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 Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.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: | Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks, Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Financial Organization Memberships: | Garrett Planning Network, American Institute of Certified Public Accountants (AICPA) |
Firm Information |
| Assets Managed by Firm: | $45M |
| Assets Managed by Advisor: | $84M |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets, Hourly |
| 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 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| 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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