Phillips Financial Management LLC

Phillips Financial Management LLC, a legitimate IN Limited Liability Company, employs a total of 21 individuals. Out of these employees, 13 are in advisory roles, serving their 14 clients. The firm has been approved by the U.S. Securities and Exchange Commission since July 23, 2004, indicating that they are a trusted and reliable investment service provider.

• 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%

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• Phillips Financial Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Investing in the Future: Analyzing Phillips Financial Management's Q3 and Q4 2022 13F 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