ChooseAFinancialAdvisor.com
Advisors / Nevada / Reno
33yrs

Philip Eubank

Financial advisor at Ameriprise Financial Services

Philip Eubank is a fiduciary financial advisor in Reno, Nevada, with 33 years in the industry. Philip joined Ameriprise Financial Services in 2025, after less than a year at Cetera Investment Advisers and 25 years at Avantax Advisory Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 644 advisors with offices in Reno, and one of 606 fiduciaries.

Reno, NVTop 11% by experience in NevadaFiduciary advisor

At a glance

Experience33 years (since 1993)
How that compares ?Top 11% by experience in Nevada
OfficeReno, NV
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Dec 2025 – now
  2. Sep 2025 – Dec 2025
  3. 2001 – 2025
    Avantax Advisory ServicesPreviously

Questions to ask Philip

Tailored to Philip’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Philip

How do I contact Philip?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Philip Eubank. Philip works from the Reno, NV office.

How long has Philip been a financial advisor?

Philip has been in the industry since 1993, about 33 years. Top 11% by experience in Nevada.

What licenses does Philip hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Philip a fiduciary?

Philip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Philip paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Philip for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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