Phillips Financial

Phillips Financial (CRD# 131344) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $798,826,998 in 1,365 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    799
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Phillips Financial
Showing 1 - 10 of 10 top financial advisors.
1
Chad L. Burch
CRD#: 1867503
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
96
Wealthminder
score

Chad Burch (CRD# 1867503) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 29 years of experience in the finance industry. Chad Burch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeanine M. Herold
CRD#: 1230992
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
96
Wealthminder
score

Jeanine Herold (CRD# 1230992) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 23 years of experience in the finance industry. Jeanine Herold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard L. Phillips
CRD#: 705499
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
96
Wealthminder
score

Richard Phillips (CRD# 705499) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 33 years of experience in the finance industry. Richard Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Shannon H. Hardiek
CRD#: 4396010
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
93
Wealthminder
score

Shannon Hardiek (CRD# 4396010) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 16 years of experience in the finance industry.

5
Erin E. Martin
CRD#: 5117772
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
93
Wealthminder
score

Erin Martin (CRD# 5117772) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 10 years of experience in the finance industry.

6
Michelle L. Martin
CRD#: 3156976
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
93
Wealthminder
score

Michelle Martin (CRD# 3156976) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 12 years of experience in the finance industry.

7
Reed P. Miller
CRD#: 2681298
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
93
Wealthminder
score

Reed Miller (CRD# 2681298) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 13 years of experience in the finance industry.

8
Kelly D. Clevenger
CRD#: 1129077
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
90
Wealthminder
score

Kelly Clevenger (CRD# 1129077) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 6 years of experience in the finance industry.

9
Ben J. Langel
CRD#: 6436952
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
90
Wealthminder
score

Ben Langel (CRD# 6436952) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has 1 year of experience in the finance industry. Ben Langel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Edward B. Martin
CRD#: 2582072
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
90
Wealthminder
score

Edward Martin (CRD# 2582072) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.