Kelly Clevenger, financial advisor Fort Wayne IN
90 score

Kelly Clevenger

CRD Number: 1129077
Current Firm: Phillips Financial

Kelly Clevenger (CRD# 1129077) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Phillips Financial Management, LLC Fort Wayne, IN Jun 2011 - Current 5
Self Employed Fort Wayne, IN Mar 2011 - Current 5
Lincoln Financial Distributors, Inc. Fort Wayne, IN May 2007 - Dec 2010 3
First Penn-pacific Securities, Inc. Schuamburg, IL Apr 2003 - Dec 2010 7
Lincoln Financial Advisors Corporation Fort Wayne, IN Jul 1983 - Dec 2010 27
The Lincoln National Life Insurance Company Fort Wayne, IN Jul 1983 - May 2007 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Kelly D. Clevenger
Phone Number: 260-420-7732
Firm Website:
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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