Phillip Waara

from Ecio, Inc.
SEC regulated
Regulated Investment Advisor
Phillip Waara is a financial advisor based in Wisconsin, Madison, with 14 years of experience. Phillip currently works for Ecio, Inc.. Phillip maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Phillip Waara works at Ecio, Inc.
Ecio, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $131,066,239 of assets under management and employs about 9 people. Ecio, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
821 E Washington Avenue, Suite 200, Madison, Wisconsin, 53703

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