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Phillip R

Series 63, Series 65

Ankeny, IA

Uncommon Wealth Partners, LLC

Phillip Ramsey is a financial advisor at Uncommon Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Summit Brokerage Services and VSR Financial Services. Outside of advising, he serves as president of a nonprofit homeowners association and promotes the sport of Spikeball as an ambassador. Uncommon Wealth Partners serves individual clients, small businesses, and fiduciary entities by providing financial planning, portfolio management, and consulting services. The firm focuses on client-directed management using model portfolios and third-party managers, and integrates insurance products alongside investment recommendations.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Cody K

Series 65

Ankeny, IA

Uncommon Wealth Partners, LLC

Cody Kowalski is a financial advisor at Uncommon Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles in various service and hospitality businesses, including Thrive Fencing and Cornbred Barbecue. Uncommon Wealth Partners serves individual clients, small businesses, and fiduciary entities by offering financial planning, portfolio management, consulting, and referrals to third-party money managers. The firm emphasizes non-discretionary management using model portfolios and third-party managers, combining multiple investment approaches and servicing a high client-to-advisor ratio.

General retirement planning Income planning General tax planning Cash flow / budgeting
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