VerifiedFinancial Services· Founded 1949

Phillips Financial Management, Llc

At Phillips Financial, we believe financial clarity leads to confident action. Since 1949, we’ve earned our reputation through transparency, relational insight and intentional strategy. Our approach is simple: listen deeply, cut through the noise and build plans that help you move boldly into what’s next. Phillips Financial Management, LLC, DBA Phillips Financial, an SEC Registered Investment Adviser

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Fort Wayne, United States25(11 to 50)19491phillips.com LinkedIn

Verified contacts

19

available on Kipplo

LinkedIn employees

25

11 to 50 range

Open roles

—

no listings

Distinct roles

15

indexed titles

Tech stack

1

tools in use

Monthly traffic

195

organic / mo

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Top roles at Phillips Financial Management, Llc

15 distinct titles indexed · top 10 shown.

3client service administrator
2financial advisor
2investment adviser
1associate advisor
1chief compliance officer
1chief operating officer
1financial planner, partner
1investment adviser representative
1investment operations lead
1managing partner
+5more titles

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