LPL Financial
40yrs
Top advisor by experience in Broomfield
2yrs
Phillip Sharp
Financial advisor at Palisade Wealth Management
Phillip Sharp has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Broomfield, Colorado. Phillip joined Palisade Wealth Management in 2024, a firm offering financial planning and investment management. The firm is paid through a percentage of assets.
One of 133 advisors with offices in Broomfield, and one of 126 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeBroomfield, CO
How the firm is paid ?Percent of assets
Typical client at the firm ?$944,767
Advisors at the firm3
States licensed ?1 state
Services through Palisade Wealth Management
Financial planningInvestment management for individuals and small businesses
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 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowPalisade Wealth ManagementCurrent firm
Contact Phillip
(650) 387-3808Firm headquarters in Draper, UT. Ask for Phillip. Broomfield, COOffice · Get directions Firm websitepalisadeadvisor.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Phillip
Tailored to Phillip’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Phillip
How do I contact Phillip?
Call Palisade Wealth Management at (650) 387-3808 and ask for Phillip Sharp. Phillip works from the Broomfield, CO office.
How long has Phillip been a financial advisor?
Phillip has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Phillip hold?
Series 65. Tap any license on this page to see what it allows.
Is Phillip a fiduciary?
Phillip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Phillip paid?
Palisade Wealth Management reports being paid by a percentage of the assets they manage. Ask Phillip 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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