Riley Reimschisel, financial advisor Fort Wayne IN

Riley Reimschisel

CRD Number: 6931387
Current Firm: Phillips Financial

Riley Reimschisel (CRD# 6931387) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Phillips Financial Management, LLC Fort Wayne, IN Jan 2022 - Current < 1
Vestia Personal Wealth Advisors Fort Wayne, IN Jan 2019 - Jan 2022 3
Taylor University Upland, IN Aug 2017 - Jan 2019 1
Full-time Education Fort Wayne, IN Apr 2007 - Jan 2019 11
Peter Franklin Jewelers Fort Wayne, IN Jun 2017 - Aug 2017 < 1
Sugar Lane Dairy Convoy, OH Jun 2014 - Aug 2017 3
Visit Fort Wayne Fort Wayne, IN Jun 2016 - Aug 2016 < 1
Larson Financial Securities, LLC Fort Wayne, IN Feb 2015 - Jun 2015 < 1
Student Fort Wayne, IN Jan 2012 - Feb 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Riley W. Reimschisel
Phone Number: 260-420-7732
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    2,166
    ACCOUNTS
  • Average Account Value
    $711,494
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

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

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