Philip Detlefs has been an investment adviser representative at Pelican Investment Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners.
Pelican Investment Advisors, LLC is a Baton Rouge, LA firm with $129M under management, 270 clients and 10 advisers across 5 offices, as of its June 2026 filing.
- – present · under a yearBaton Rouge, LA · Adviser representative · Firm CRD 313227
Investment adviser representative registrations
Philip Detlefs is registered as an investment adviser representative in Louisiana, since September 2026.
- LouisianaSince 8 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 31 May 1995 |
| Series 22 | Direct Participation Programs Representative Examination | 10 September 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 March 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Philip Frank Detlefs
- CRD
- 1201520
- Firm
- Pelican Investment Advisors · CRD 313227
- Office
- 10307 JEFFERSON HIGHWAY, SUITE A, Baton Rouge, LA 70809
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Philip Detlefs work?
Philip Detlefs is an investment adviser representative registered through Pelican Investment Advisors, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Philip Detlefs a financial advisor?
Yes. Philip Detlefs has a current investment-adviser registration in Louisiana, through Pelican Investment Advisors since September 2026.
How many years of experience does Philip Detlefs have?
Philip Detlefs has 24 years in the financial industry, since January 2002, across 1 adviser firm.
What exams has Philip Detlefs passed?
Philip Detlefs has passed 3 licensing exams: the Series 6, Series 22 and Series 63. The earliest, the Series 6, was passed in March 1993. FINRA credited Philip Detlefs with the SIE, which began in October 2018.
Where is Philip Detlefs based?
Philip Detlefs’ registered office is in Baton Rouge, LA.
Is Philip Detlefs registered with FINRA?
No. Philip Detlefs has no current broker registration.
How can I verify Philip Detlefs’ record?
Search CRD 1201520 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Detlefs’ full registration record.
