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Ben Jason Langel

Phillips Financial

Fort Wayne, IN

CRD 6436952

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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:

Current Employers
Phillips Financial

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-01-13
  • IN RA
    APPROVED
    Since 2015-01-13

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 Fort Wayne IN 08/2012 Present
Other Businesses

LIFE & HEALTH INSURANCE AGENT.

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MONARCH CAPITAL MANAGEMENT INC
SOLVE CONSULTING GROUP, LLC
EDWARD JONES

Nearby Investors

GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER

Nearby Offices

MONARCH CAPITAL MANAGEMENT INC · FORT WAYNE, IN
SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN

More in Fort Wayne, IN

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