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

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

All Firms Located Nearby

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 6, 2019

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

All Holdings of the Phillips Financial Management LLC