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Phil Wood

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Phil Wood
Wealth Advisor

As a Financial Representative since 1988, Phil's responsibility is to get to know our clients and to present investment opportunities that meet their needs and goals. His main concentrations are on money management, retirement income planning and estate planning for high net worth individuals and business professionals.

Phil and his wife, Michelle, have two children, Madeline and Ethan. Phil is also involved in Rotary, Fremont Area Chamber of Commerce and Omaha Area Chamber of Commerce.

Phil holds the following industry Registrations:
  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal, Branch Manager
  • Series 51ᅠ- Municipal Fund Securities Principal
  • Series 63 - Uniform Securities Agent
  • Series 65 - Investment Advisor Representative
  • Life/Health - Insurance licenses in Nebraska & Iowa

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Securities and advisory services offered through SII Investments, Inc. Member FINRA/SIPC and a Registered Investment Advisor and are * not insured by the FDIC or any federal government agency; *not a deposit or other obligation of, or guaranteed by any bank or its affiliates; *subject to risks including possible loss of principal amount invested. Wealth Partners and SII Investments, Inc. are separate and unrelated companies.