Philip Detlefs has been an investment adviser representative at IMG Wealth Management since October 2017, and is not listed among the firm’s executive officers or direct owners. Philip Detlefs studied at Florida State University.
Img Wealth Management, Inc. is a Jacksonville, FL firm with $210M under management, 710 clients and 7 advisers in one office, as of its February 2026 filing.
Philip Detlefs is an Investment Advisor Representative of IMG Wealth Management. He entered the financial industry in 2001 and designs custom investment plans for families preparing for retirement. He has contributed insights to national outlets including Fox Business and Kiplinger.
Philip Detlefs’ longest registration is the current one, 9 years at IMG Wealth Management since 2017. Before joining IMG Wealth Management in 2017, Philip Detlefs was registered through Planmember Securities Corporation and Veritrust Financial, LLC.
- Img Wealth Management, Inc.Current– present · 9 yearsJacksonville, FL · Adviser representative · Firm CRD 285966
- Planmember Securities Corporation– · 3 yearsJacksonville, FL · Adviser representative · Firm CRD 11869
- Veritrust Financial, LLC– · 6 yearsJacksonville, FL · Adviser representative · Firm CRD 106594
Investment adviser representative registrations
Philip Detlefs is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2017.
- FloridaSince 24 October 2017
- TexasResidentSince 6 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 2007 |
| Series 66 | Uniform Combined State Law Examination | 22 July 2004 |
| Series 7 | General Securities Representative Examination | 14 August 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4572116
- Firm
- IMG Wealth Management · CRD 285966
- Office
- 8771 PERIMETER PARK CT., SUITE 102, Jacksonville, FL 32216
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imgwealthmanagement.com
Where does Philip Detlefs work?
Philip Detlefs is an investment adviser representative registered through Img Wealth Management, Inc. since October 2017, 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 Florida and Texas, through IMG Wealth Management since October 2017.
How many years of experience does Philip Detlefs have?
Philip Detlefs has 24 years in the financial industry, since August 2002, across 3 adviser firms.
What exams has Philip Detlefs passed?
Philip Detlefs has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in August 2002. FINRA credited Philip Detlefs with the SIE, which began in October 2018.
Where did Philip Detlefs work before IMG Wealth Management?
Before IMG Wealth Management, Philip Detlefs was registered through Planmember Securities Corporation, October 2013 to September 2017; Veritrust Financial, LLC, June 2007 to October 2013.
Where is Philip Detlefs based?
Philip Detlefs’ registered office is in Jacksonville, FL.
Is Philip Detlefs registered with FINRA?
Yes. Philip Detlefs has a current broker registration, under CRD 4572116.
Source: FINRA BrokerCheck
How can I verify Philip Detlefs’ record?
Search CRD 4572116 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Philip Detlefs’ full registration record.