PB
PB

Philip Hunter Bervig

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
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Location

1130 N. Tatum Blvd., Suite I-101, Phoenix, AZ, 85028

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Philip is the Chief Investment Officer and Partner at TCP Asset Management, a registered investment advisor. He is also an insurance representative for fixed insurance sales, a partner in PPBJ LLC for real estate activities, and co-owns real estate with Tara Bervig.

Employment History
Current Registrations
Tcp Asset Management, LLC
November 2017 - Present · 8 yrs 3 mos
United Planners' Financial Services of America a Limited PartnerBroker
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
Five Peaks Financial Consulting, INC.
April 2024 - December 2024 · 8 mos
United Planners' Financial Services of America a Limited Partner
February 2015 - December 2017 · 2 yrs 10 mos
Conscient Capital, LLC
March 2010 - January 2015 · 4 yrs 10 mos
Mutual Securities, INC.Broker
January 2010 - June 2011 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
September 2006 - December 2009 · 3 yrs 3 mos
State Registrations26 states
AZCACOFLGAHIIDILINKSMNMOMTNCNENMNVNYOHORSCSDTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.