Phillips Financial

Phillips Financial (CRD# 131344) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $915,593,715 in 1,745 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    916
    MILLION
  • Total Number of Accounts
    1,745
    ACCOUNTS
  • Average Account Value
    $524,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, IL, IN, NC, NH, OH, TX

Financial Advisors at Phillips Financial
Showing 1 - 10 of 12 top financial advisors.
1
Benjamin A. Batt
CRD#: 6437003
Fort Wayne, IN 46804

Benjamin Batt (CRD# 6437003) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 2 years of experience in the finance industry.

2
Chad L. Burch
CRD#: 1867503
Fort Wayne, IN 46804

Chad Burch (CRD# 1867503) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 31 years of experience in the finance industry. Chad Burch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kelly D. Clevenger
CRD#: 1129077
Fort Wayne, IN 46804

Kelly Clevenger (CRD# 1129077) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 8 years of experience in the finance industry.

4
Shannon H. Hardiek
CRD#: 4396010
Fort Wayne, IN 46804

Shannon Hardiek (CRD# 4396010) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 18 years of experience in the finance industry.

5
Jeanine M. Herold
CRD#: 1230992
Fort Wayne, IN 46804

Jeanine Herold (CRD# 1230992) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 26 years of experience in the finance industry. Jeanine Herold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ben J. Langel
CRD#: 6436952
Fort Wayne, IN 46804

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. Ben Langel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jennifer A. Macaleese
CRD#: 5978797
Fort Wayne, IN 46804

Jennifer Macaleese (CRD# 5978797) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 8 years of experience in the finance industry.

8
Edward B. Martin
CRD#: 2582072
Fort Wayne, IN 46804

Edward Martin (CRD# 2582072) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 8 years of experience in the finance industry.

9
Erin E. Martin
CRD#: 5117772
Fort Wayne, IN 46804

Erin Martin (CRD# 5117772) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 13 years of experience in the finance industry.

10
Michelle L. Martin
CRD#: 3156976
Fort Wayne, IN 46804

Michelle Martin (CRD# 3156976) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 15 years of experience in the finance industry.

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