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Phillip Guerrero

PMG WEALTH MANAGEMENT, INC.·HAWTHORN WOODS, Illinois
SIE, Series 7, Series 24, Series 31, Series 63, Series 66CFPClean record25 years registeredPMG WEALTH MANAGEMENT, INC.
60 LANDOVER PKWY, STE. D, HAWTHORN WOODS, IL 60047CRD# 2896913Firm CRD# 285899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Guerrero · HAWTHORN WOODS, IL
Registration
CRD #2896913 · PMG WEALTH MANAGEMENT, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

PMG WEALTH MANAGEMENT
Feb 2017 – present
LPL FINANCIAL LLC
Oct 2007 – Jul 2017
LAKE ZURICH, IL
A. G. EDWARDS & SONS, INC.
Dec 2000 – Oct 2007
BARRINGTON, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 66
Registration record
First registered · December 20, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PMG WEALTH MANAGEMENT, INC.
CRD 285899 · SEC 801-122740
AUM
$139M
Regulatory assets under management
Employees
4
654 client accounts
Services offered by PMG WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PMG WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Phillip Guerrero offer?
Phillip Guerrero specializes in Financial Planning, Investment Management. Contact their office in HAWTHORN WOODS, Illinois for a consultation.
What are Phillip Guerrero's credentials?
Phillip Guerrero holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Phillip Guerrero located?
Phillip Guerrero is based in HAWTHORN WOODS, Illinois, working with PMG WEALTH MANAGEMENT, INC.. Their office serves clients in the HAWTHORN WOODS metropolitan area and surrounding communities.
How does Phillip Guerrero charge for services?
Phillip Guerrero's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PMG WEALTH MANAGEMENT, INC.?
PMG WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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