Michelle Martin, financial advisor Fort Wayne IN
93 score

Michelle Martin

CRD Number: 3156976
Current Firm: Phillips Financial

Michelle Martin (CRD# 3156976) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Phillips Financial Management, LLC Fort Wayne, IN Mar 2005 - Current 11
Cambridge Investment Research, Inc. Fairfield, IA Jul 2004 - Apr 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Michelle L. Martin
Phone Number: 260-420-7732
Firm Website: http://www.1phillips.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    799
    MILLIONS
  • Total Number of Accounts
    1,365
    ACCOUNTS
  • Average Account Value
    $585,221
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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