Shannon Hardiek, financial advisor Fort Wayne IN

Shannon Hardiek

CRD Number: 4396010
Current Firm: Phillips Financial

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.

Similar Advisors
Michael Albertson, financial advisor Fort Wayne IN
Michael L. Albertson
CRD# 5440171
Secure Asset Management, LLC
Similar Advisors
Thomas Albright, financial advisor Fort Wayne IN
Thomas W. Albright
CRD# 1200534
Raymond James & Associates, Inc.
Similar Advisors
Bernard Andersen, financial advisor Fort Wayne IN
Bernard M. Andersen
CRD# 2362499
Cetera Investment Advisers LLC
Company Name Location Dates Years
Phillips Financial Management, LLC Fort Wayne, IN Aug 2004 - Current 19
Phillips Financial Services, Inc. Fort Wayne, IN Jan 2004 - Current 20
Phillips Benefits Advisors, LLC Fort Wayne, IN Apr 2004 - Jan 2020 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2001
Contact Info for Shannon H. Hardiek
Phone Number: 260-420-7732
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    1,750
    MILLIONS
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.