Phillips Financial Management LLC
Legal Name: PHILLIPS FINANCIAL MANAGEMENT, LLC
Full Contact Details
Phillips Financial Management LLC
6920 POINTE INVERNESS WAY, SUITE 230, FORT WAYNE, IN
260-420-7732
260-420-5553
Other Info
Phillips Financial Management LLC is legally known as PHILLIPS FINANCIAL MANAGEMENT, LLC. It is an IN Limited Liability Company. This firm has 21 employees, of which 13 are employees in advisory roles. It serves 14 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 23, 2004.

Phillips Financial | 50 years of experience serving clients in Northeast Indiana
About Us Our Services Personal Services Business Services MoneyMap Contact Us Video Library Menu CAREFUL CONVERSATIONSWe help individuals, families and business owners to be contemplative about their planning choices.PLAY IT FORWARDSee and feel the future impact of your decisions before you’re ask…
Direct Owners
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BEN JASON LANGEL
MANAGING MEMBER owns less than 5%
-
CHAD LEE BURCH
MANAGING MEMBER owns less than 5%
-
JEANINE MARIE HEROLD
MANAGING MEMBER owns more than 5% but less than 10%
-
JENNIFER ANNE MACALEESE
CHIEF COMPLIANCE OFFICER owns less than 5%
-
REED PAUL MILLER
MANAGING MEMBER owns less than 5%
-
RICHARD LYNN PHILLIPS
MANAGING MEMBER owns more than 50% but less than 75%
-
SHANNON HICKS HARDIEK
MANAGING MEMBER owns more than 25% but less than 50%
Firms Located Nearby
- Lincoln Financial Securities Corporation
- Dickmeyer Boyce Financial Management Inc
- Compass Financial Advisors LLC
- Lincoln Financial Advisors Corporation
- Galecki Financial Management Inc
- QBOX Fiduciary Solutions LLC
- Howard Bailey Securities LLC
- Security Financial Services Inc
- Monarch Capital Management Inc
- Vestia Advisors LLC
Top Holdings
- ISHARES TR CORE S&P500 ETF $53,462k
- ISHARES TR CORE S&P MCP ETF $51,102k
- ISHARES TR CORE US AGGBD ET $39,328k
- ISHARES TR S&P 500 VAL ETF $38,800k
- iShares Core MSCI Total Intern $36,786k
- VANGUARD CHARLOTTE FDS $24,584k
- VANGUARD INDEX FDS REAL ESTATE ETF $23,575k
- ISHARES $19,967k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $18,052k
- ISHARES TR $16,779k