Mckenna Elizabeth Clifford

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

• 09/2016 → 08/2018
  Purdue University
  West Lafayette, IN
• 05/2017 → 05/2018
  Purdue University
  West Lafayette, IN
• 07/2017 → 05/2018
  Agricultural Economic Insight
  West Lafatette, IN
• 08/2018 → 05/2020
  Michigan State University
  Lansing, MI
• 08/2018 → 05/2020
  Michigan State University
  East Lansing, MI
• 08/2015 → 08/2018
  Purdue University
  West Lafayette, IN
• 07/2020 → 06/2025
  Cx Institutional, Llc
  Auburn, IN
• 06/2025 → Present
  Phillips Financial
  Fort Wayne, IN

Previous Registrations

• 2020-09-14 → 2025-06-16
  Cx Institutional, Llc
  Auburn, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-14

Other Names

• Mckenna Clifford