Location
6920 Pointe Inverness Way 230
Bluffton, IN 46804
About this location
PHILLIPS FINANCIAL offers educational seminars/workshops, financial planning services, portfolio management for individuals and/or small businesses, publication of periodicals or newsletters, pension consulting services, portfolio management for businesses, selection of other advisers and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$1,541,096,879
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Commissions
Fixed fees
Advisors at This Location
Richard Phillips
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Kelly Clevenger
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Jeanine Herold
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Chad Burch
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Edward Martin
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Michelle Martin
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Shannon Hardiek
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Erin Martin
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Andrew Parker
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Jennifer Macaleese
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Ben Langel
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Benjamin Batt
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Riley Reimschisel
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David Hamel
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Bradley Wadkins
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