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 firms including Summit Financial Group Inc. and Vsr Advisory Services. Outside of advising, he serves as president of a homeowners association and promotes the sport of Spikeball as an ambassador. Uncommon Wealth Partners serves individuals, small businesses, trusts, and retirement-plan clients by providing financial planning, investment portfolio management, and consulting services. The firm primarily implements recommendations on a non-discretionary basis using model portfolios and third-party managers, with a client base that includes corporate and pension/profit-sharing plan relationships.

Cody Kowalski is a financial advisor with Uncommon Wealth Partners, LLC in Ankeny, IA, holding a Series 65 designation and approximately one year of experience in advisory services. Prior to joining the firm, his work history includes roles in the hospitality and recreation industries. Uncommon Wealth Partners serves individual and high-net-worth clients, as well as trusts and estates, providing financial planning, portfolio advisory services, and referrals to third-party money managers. The firm uses model portfolios and third-party manager solutions, along with web-based planning tools, to deliver financial plans and client reporting.