Phillips Financial

Phillips Financial (CRD# 131344) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $2,057,903,619 in 2,853 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
https://www.linkedin.com/in/rickphillipsfinancial/
By the Numbers
  • Total Assets Under Management
    2,058
    MILLION
  • Total Number of Accounts
    2,853
    ACCOUNTS
  • Average Account Value
    $721,312
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Phillips Financial
Showing 11 - 15 of 15 top financial advisors.
11
Andrew Parker, financial advisor Fort Wayne IN
Andrew W. Parker
CRD#: 5632497
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

Andrew Parker (CRD# 5632497) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 14 years of experience in the finance industry.

12
Richard Phillips, financial advisor Fort Wayne IN
Richard L. Phillips
CRD#: 705499
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

Richard Phillips (CRD# 705499) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 39 years of experience in the finance industry.

13
David Hamel, financial advisor Fort Wayne IN
David M. Hamel
CRD#: 7217227
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

David Hamel (CRD# 7217227) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has 1 year of experience in the finance industry.

14
Riley Reimschisel, financial advisor Fort Wayne IN
Riley W. Reimschisel
CRD#: 6931387
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

Riley Reimschisel (CRD# 6931387) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 4 years of experience in the finance industry.

15
Bradley Wadkins, financial advisor Fort Wayne IN
Bradley A. Wadkins
CRD#: 7262466
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804

Bradley Wadkins (CRD# 7262466) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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