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Chad Lee Burch

Phillips Financial

Fort Wayne, IN

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Current Employers
Phillips Financial

6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2004-08-06
  • IN RA
    APPROVED
    Since 2004-08-06

Branch Locations

6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phillips Financial Management, Llc Fort Wayne IN 07/2004 Present
Phillips Financial Services, Inc. Fort Wayne IN 01/2004 Present
Phillips Benefits Advisors, Llc Fort Wayne IN 04/2004 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-30
S63 Uniform Securities Agent State Law Examination 1988-11-03
  • S66 Uniform Combined State Law Examination
    2002-01-30
  • S63 Uniform Securities Agent State Law Examination
    1988-11-03
Designations

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER
DAVID MICHAEL MEYER
NOEL HOLLIS KNOX
Kyle Edward Farmer
Joseph A Hampton
KEVIN THOMAS NOLL

Other Offices

MONARCH CAPITAL MANAGEMENT INC · FORT WAYNE, IN
SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · FORT WAYNE, IN
LPL FINANCIAL LLC · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · Fort Wayne, IN
TRADEWELL TAX & FINANCIAL · FORT WAYNE, IN
WELLS FARGO CLEARING SERVICES, LLC · FORT WAYNE, IN

More in Fort Wayne, IN

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