Chad Lee Burch

Employer firm

Phillips Financial CRD 131344

$2.64B regulatory AUM 85 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Phillips Financial Management, Llc
  Fort Wayne, IN
• 01/2004 → Present
  Phillips Financial Services, Inc.
  Fort Wayne , IN
• 04/2004 → Present
  Phillips Benefits Advisors, Llc
  Fort Wayne, IN

Previous Registrations

• 2004-05-25 → 2004-09-30
  Cambridge Investment Research, Inc.
  Fort Wayne, IN
  Fort Wayne, IN
• 2002-02-19 → 2004-05-26
  Osaic Fa, Inc.
  Ft Wayne, IN

Other Businesses

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-30
• S63 Uniform Securities Agent State Law Examination
  1988-11-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant