Financial ADVSR advisor directory · SEC adviser records
Phillips Financial financial advisors in Fort Wayne, IN
Every SEC-registered investment adviser representative at a Phillips Financial office in Fort Wayne, A to Z.
15 registered advisors work at Phillips Financial in Fort Wayne, out of 15 at the firm nationwide; it ranks number 6 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Phillips Financial advisors in Fort Wayne, A to Z
Every Phillips Financial advisor →- Benjamin A. BattInvestment adviser rep
- Duncan BowieCertified Financial Planner
- Chad L. BurchCertified Financial Planner, Chartered Financial Consultant
- McKenna E. CliffordInvestment adviser rep
- David M. HamelCertified Financial Planner
- Abhi H. JinwalaInvestment adviser rep
- Ben J. LangelCertified Financial Planner
- Jennifer A. MacaleeseCertified Financial Planner
- Erin E. MartinInvestment adviser rep
- Marisa B. MeadowsInvestment adviser rep
- Andrew W. ParkerCertified Financial Planner, Chartered Financial Analyst
- Richard L. Phillips Jr.Certified Financial Planner
- Riley W. ReimschiselCertified Financial Planner
- Brendan M. RyanInvestment adviser rep
- Hunter C. TerrellInvestment adviser rep
Phillips Financial advisors in every city and state →Phillips Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Fort Wayne
All Fort Wayne advisors →Edward Jones 26LPL Financial LLC 26Ameriprise Financial Services, LLC 22Cetera Investment Advisers LLC 17Wells Fargo Advisors Financial Network, LLC 16Raymond James Financial Services Advisors, Inc. 14Vestia Personal Wealth Advisors 14Osaic Wealth, Inc. 13J.P. Morgan Securities LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Howard Bailey Securities, LLC 10Northwestern Mutual Investment Services, LLC 10
Questions
How many financial advisors does Phillips Financial have in Fort Wayne?
15 investment adviser representatives are registered at Phillips Financial offices in Fort Wayne, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Phillips Financial one of the largest advisor employers in Fort Wayne?
Phillips Financial ranks number 6 in Fort Wayne by registered advisors; Edward Jones has the most, with 26.
How do I check a Phillips Financial advisor in Fort Wayne?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.