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portrait of Phillip H Knutson
FINANCIAL ADVISOR

Phillip H Knutson

CFP®, AAMS™
110 E Main St, Stoughton, WI 53589opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Phillip

My team is passionate about helping our clients achieve their "why" in life. I believe that when clients feel informed and in control, they are able to focus their time and energy on what matters most to them.

We help our clients feel heard by persistently taking the time to understand what is important to them. And by using an established process with every client every time, I provide personalized solutions to help clients stay on track throughout their lives, especially during times of change in work, family and the markets.

I started serving client needs as a teenager working in...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Olaf CollegeBachelor of Arts

Team Members

  • Daphne Conour
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(608) 873-5289

Fax

(855) 691-8495

Office Address

110 E Main St
Stoughton, WI 53589opens in a new window

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