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).

By the Numbers
  • Total Assets Under Management
    1,750
    MILLION
  • Total Number of Accounts
    2,648
    ACCOUNTS
  • Average Account Value
    $660,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NH, NJ, NY, OH, PA, TN, TX, WI

Financial Advisors at Phillips Financial
Showing 1 - 10 of 15 top financial advisors.
1
Benjamin A. Batt
CRD#: 6437003
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

2
Chad L. Burch
CRD#: 1867503
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

3
Kelly D. Clevenger
CRD#: 1129077
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

4
Shannon H. Hardiek
CRD#: 4396010
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

5
Jeanine M. Herold
CRD#: 1230992
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

6
Ben J. Langel
CRD#: 6436952
6920 Pointe Inverness Way, Suite 230, 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.

7
Jennifer A. Macaleese
CRD#: 5978797
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

8
Edward B. Martin
CRD#: 2582072
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

9
Erin E. Martin
CRD#: 5117772
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

10
Michelle L. Martin
CRD#: 3156976
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

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.

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