PHILLIPS FINANCIAL MANAGEMENT, LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 131344). Regulatory assets under management: $2.6B.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Erin Elizabeth Martin | MANAGING MEMBER | — |
| Richard Lynn Phillips | MANAGING MEMBER | — |
| Shannon Hicks Hardiek | MANAGING MEMBER | — |
| Chad Lee Burch | MANAGING MEMBER | — |
| Ben Jason Langel | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Brant W Gerber | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| Riley William Reimschisel | MEMBER | — |
| Andrew William Parker | MEMBER | — |
| Jennifer Anne Macaleese | MANAGING MEMBER | — |
| Krystal Lynn Boxell | CHIEF COMPLIANCE OFFICER | — |
| BEHRENDT JOHN MARSHALL | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| PHILLIPS RICHARD LYNN | MANAGING MEMBER | — |
| HARDIEK SHANNON HICKS | MANAGING MEMBER | — |
| BURCH CHAD LEE | MANAGING MEMBER | — |
| MILLER REED PAUL | MANAGING MEMBER | — |
| HICKS SHANNON M | MANAGING MEMBER | — |
| MARTIN MARY ELIZABETH | MANAGING MEMBER | — |
| HEROLD JEANINE MARIE | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MARTIN EDWARD BRYAN | CHIEF COMPLIANCE OFFICER | — |
| PARKER CHAD WILLIAM | MEMBER | — |
| MACALEESE JENNIFER ANNE | CHIEF COMPLIANCE OFFICER | — |
| LANGEL BEN JASON | MANAGING MEMBER | — |
| GERBER BRANT W | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| Bienz Abigail Marie | CHIEF COMPLIANCE OFFICER | — |
| Reimschisel Riley William | MEMBER | — |