Advisor at Blue Iguana Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Iguana Financial, LLC
Location
St. Joseph, MI 49085
Credentials
Series 65
Industry experience
12 years
Philip Ellis is a financial advisor at Blue Iguana Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Red Oak Capital Management, Inc. and Brittison Financial Group, Inc., where he remains active in an insurance-licensed role focusing on life and health. Blue Iguana Financial serves individual and high-net-worth clients by providing discretionary portfolio management tailored to client objectives and risk tolerances. The firm employs a combination of long-term trading, modern portfolio theory, quantitative, and technical analysis, often managing accounts under discretionary authority while incorporating third-party managers and written client restrictions.
Based on Blue Iguana Financial, LLC
Based on Blue Iguana Financial, LLC
Up to 1.0% annually (negotiable)
Commission-based compensation for sale of insurance products by licensed insurance agents of the firm
Fee-only: Up to 1.0% annually (negotiable) asset-based fee plus additional sub-adviser/platform fees if Synergy platform is used
505 Pleasant St, Suite 305
St. Joseph, MI 49085
Indiana · Michigan
Blue Iguana Financial, LLC
2024 - Present (2 years)
MGO One Seven dba Brittison Financial Group, Inc.
2023 - 2024 (1 year)
Red Oak Capital Management, Inc
2019 - 2023 (4 years)
Hayden Royal, LLC formerly known as Great Lakes &
2015 - 2019 (4 years)
Great Lakes and Atlantic Wealth
2015 - 2019 (4 years)
Brittison Financial Group, Inc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Stevensville, MI
Koehler Financial Services, Inc.
Series 65
Stevensville, MI
Personal Financial Advice & Insights, LLC
Series 66
St. Joseph, MI
Jim Roberts Investment Advisors LLC
Series 63, Series 65
St. Joseph, MI
Northpointe Investment Advisory, LLC
Series 65
Saint Joseph, MI
Leonard Advisory Group LLC
Series 65
St Joseph, MI
Hartwell & Company
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