Phillips Financial

Firm record

As recorded in SEC IAPD

Firm CRD

131344

SEC number

801-63343

Firm type

RIA

Assets under management

$2.6B as of Mar 17, 2026

Website

www.linkedin.com/in/rickphillipsfinancial ↗

Phone

260-420-7732

Address

6920 Pointe Inverness Way, Fort Wayne, IN, 46804

Advisors at this firm

15 in our index · page 1 of 1

• Benjamin Adam BattCRD 6437003 · Fort Wayne, IN
  IA Registered
• Chad Lee BurchCRD 1867503 · Fort Wayne, IN
  IA Registered
• Duncan BowieCRD 7488666 · Fort Wayne, IN
  IA Registered
• Mckenna Elizabeth CliffordCRD 7283078 · Fort Wayne, IN
  IA Registered
• David Michael HamelCRD 7217227 · Fort Wayne, IN
  IA Registered
• Abhi Hemant JinwalaCRD 7580039 · Fort Wayne, IN
  IA Registered
• Ben Jason LangelCRD 6436952 · Fort Wayne, IN
  IA Registered
• Jennifer Anne MacaleeseCRD 5978797 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Erin Elizabeth MartinCRD 5117772 · Fort Wayne, IN
  IA Registered
• Marisa Beth MeadowsCRD 7101021 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Andrew William ParkerCRD 5632497 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Richard Lynn PhillipsCRD 705499 · Fort Wayne, IN
  IA Registered
• Riley William ReimschiselCRD 6931387 · Carmel, IN
  IA Registered
• Brendan Michael RyanCRD 8247400 · Fort Wayne, IN
  IA Registered
• Hunter Christian TerrellCRD 8030616 · Fort Wayne, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.