Phillips Financial, based in Fort Wayne, IN, is ranked No. 71 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1.2B+
Years in Business:Â 17
Accounts Under Management: 1,996
Previous appearances on FA 100 List:Â 0
Principals:
Rick Phillips, Chief Executive Officer
Shannon Hardiek, Managing Member
Contact:
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804
(260) 420-7732