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Mckenna Elizabeth Clifford

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 2025-06-27
  • IN RA
    APPROVED
    Since 2025-06-27

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
Purdue University West Lafayette IN 09/2016 08/2018
Purdue University West Lafayette IN 05/2017 05/2018
Agricultural Economic Insight West Lafatette IN 07/2017 05/2018
Michigan State University Lansing MI 08/2018 05/2020
Michigan State University East Lansing MI 08/2018 05/2020
Purdue University West Lafayette IN 08/2015 08/2018
Cx Institutional, Llc Auburn IN 07/2020 06/2025
Phillips Financial Fort Wayne IN 06/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-14
  • S65 Uniform Investment Adviser Law Examination
    2020-09-14
Other Names
  • Mckenna Clifford

View on SEC IAPD

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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

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