Kevan Phillips has been an investment adviser representative at WT Wealth Management since July 2020, and is not listed among the firm’s executive officers or direct owners. Kevan Phillips holds a BA in Accounting (minor in English) from Brigham Young University and a JD from J. Reuben Clark Law School, Brigham Young University.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
Scott Phillips is Senior Investment Advisor of WT Wealth Management. He joined the firm in 2020 after working as a wealth management advisor at Northwestern Mutual Life, and earlier he was an attorney with Harris, Carter & Phillips for 15 years. He has over 30 years of professional experience in the legal and financial industries.
Kevan Phillips’ longest registration was 13 years at Northwestern Mutual Investment Services,llc (2006–2020). Before joining WT Wealth Management in 2020, Kevan Phillips was registered through Northwestern Mutual Investment Services,llc.
- WT Wealth Management, LLCCurrent– present · 6 yearsProvo, UT · Adviser representative · Firm CRD 169566
- Northwestern Mutual Investment Services,llc– · 13 yearsProvo, UT · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Kevan Phillips is registered as an investment adviser representative in 4 states. The first approvals date from July 2020; the most recent are Idaho and Oregon, in December 2021.
- ArizonaSince 11 December 2020
- IdahoSince 1 December 2021
- OregonSince 1 December 2021
- UtahSince 13 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 July 2006 |
| Series 7 | General Securities Representative Examination | 12 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 June 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 May 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevan Scott Phillips
- CRD
- 4382203
- Firm
- WT Wealth Management · CRD 169566
- Office
- Provo, UT
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wtwealthmanagement.com
Where does Kevan Phillips work?
Kevan Phillips is an investment adviser representative registered through WT Wealth Management, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kevan Phillips a financial advisor?
Yes. Kevan Phillips has a current investment-adviser registration in Arizona, Idaho, Oregon and Utah, through WT Wealth Management since July 2020.
How many years of experience does Kevan Phillips have?
Kevan Phillips has 25 years in the financial industry, since July 2001, across 2 adviser firms.
What exams has Kevan Phillips passed?
Kevan Phillips has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in May 2001. FINRA credited Kevan Phillips with the SIE, which began in October 2018.
Where did Kevan Phillips work before WT Wealth Management?
Before WT Wealth Management, Kevan Phillips was registered through Northwestern Mutual Investment Services,llc, July 2006 to July 2020.
Where is Kevan Phillips based?
Kevan Phillips’ registered office is in Provo, UT.
Is Kevan Phillips registered with FINRA?
No. Kevan Phillips has no current broker registration.
How can I verify Kevan Phillips’ record?
Search CRD 4382203 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevan Phillips’ full registration record.
