Financial ADVSR advisor directory · SEC adviser records
Phillips Financial financial advisors in Indiana
Every SEC-registered investment adviser representative at a Phillips Financial office in Indiana, by city and A to Z.
15 registered advisors work at Phillips Financial in Indiana, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Fort Wayne (15). 8 list the CFP designation and 0 are also registered broker representatives.
Phillips Financial advisors by city in Indiana
Every firm in Indiana →Phillips Financial advisors in Indiana, A to Z
Search by name →- Benjamin A. BattFort Wayne
- Duncan BowieFort Wayne · Certified Financial Planner
- Chad L. BurchFort Wayne · Certified Financial Planner, Chartered Financial Consultant
- McKenna E. CliffordFort Wayne
- David M. HamelFort Wayne · Certified Financial Planner
- Abhi H. JinwalaFort Wayne
- Ben J. LangelFort Wayne · Certified Financial Planner
- Jennifer A. MacaleeseFort Wayne · Certified Financial Planner
- Erin E. MartinFort Wayne
- Marisa B. MeadowsFort Wayne
- Andrew W. ParkerFort Wayne · Certified Financial Planner, Chartered Financial Analyst
- Richard L. Phillips Jr.Fort Wayne · Certified Financial Planner
- Riley W. ReimschiselFort Wayne · Certified Financial Planner
- Brendan M. RyanFort Wayne
- Hunter C. TerrellFort Wayne
Phillips Financial advisors in every state →Phillips Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Phillips Financial financial advisors are in Indiana?
15 investment adviser representatives are registered at Phillips Financial offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Phillips Financial have the most advisors?
Fort Wayne, with 15. Phillips Financial has advisors in 1 city in Indiana.
How do I check a Phillips Financial advisor in Indiana?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Phillips Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.