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Chief Operating Officer · Phillips Financial

Brant W Gerber

CRD 7346720 · Named on Form ADV at one SEC-registered adviser

At a glance

Phillips Financial, an SEC-registered wealth manager based in Fort Wayne, IN with $2.6 billion in regulatory assets, lists Brant W Gerber on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • Phillips FinancialChief Operating OfficerWealth manager · Fort Wayne, IN · $2.6B in regulatory assets

AtlasMembers

Brant’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Brant on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.