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Managing Member · Phillips Wealth Planners LLC

Lynn M. Phillips-Gaines

CRD 1035514 · Named on Form ADV at one SEC-registered adviser

At a glance

Phillips Wealth Planners LLC, an SEC-registered wealth manager based in Starkville, MS with $341 million in regulatory assets, lists Lynn M. Phillips-Gaines on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Lynn’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
1 firmLocked
When each role began
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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

  • Lauren C. BlackMember / Partner / Compliance Officer, Phillips Wealth Planners LLC
  • Amy HartRelationship Manager / Chief Compliance Officer, Phillips Wealth Planners LLC

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