Phillips Financial
Phillips Financial (CRD# 131344) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $2,057,903,619 in 2,853 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management2,058MILLION
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Total Number of Accounts2,853ACCOUNTS
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Average Account Value$721,312
- 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
Andrew Parker (CRD# 5632497) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 14 years of experience in the finance industry.
Richard Phillips (CRD# 705499) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 39 years of experience in the finance industry.
David Hamel (CRD# 7217227) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has 1 year of experience in the finance industry.
Riley Reimschisel (CRD# 6931387) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 4 years of experience in the finance industry.
Bradley Wadkins (CRD# 7262466) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 2 years of experience in the finance industry.