Phillips Financial
Phillips Financial (CRD# 131344) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $1,749,643,216 in 2,648 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,750MILLION
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Total Number of Accounts2,648ACCOUNTS
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Average Account Value$660,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NH, NJ, NY, OH, PA, TN, TX, WI
Benjamin Batt (CRD# 6437003) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Chad Burch (CRD# 1867503) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 35 years of experience in the finance industry.
Kelly Clevenger (CRD# 1129077) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 12 years of experience in the finance industry.
Shannon Hardiek (CRD# 4396010) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 22 years of experience in the finance industry.
Jeanine Herold (CRD# 1230992) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 30 years of experience in the finance industry.
Ben Langel (CRD# 6436952) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has 1 year of experience in the finance industry.
Jennifer Macaleese (CRD# 5978797) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 12 years of experience in the finance industry.
Edward Martin (CRD# 2582072) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 12 years of experience in the finance industry.
Erin Martin (CRD# 5117772) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 17 years of experience in the finance industry.
Michelle Martin (CRD# 3156976) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 19 years of experience in the finance industry.