Inactive

Erin Elizabeth Martin

Phillips Financial

CRD 5117772

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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

Authority	Category	Status	Date
IN	RA	APPROVED	2007-01-26

IN RA
APPROVED

Since 2007-01-26

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

Organization	City	State	From	To
Phillips Financial Management Llc	Fort Wayne	IN	01/2007	Present

01/2007 → Present

Phillips Financial Management Llc

Fort Wayne, IN

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-19

S66 Uniform Combined State Law Examination

2007-01-19

Other Names

Erin Elizabeth Henline
Erin Elizabeth Martin
Erin Elizabeth Martin

View on SEC IAPD

Nearby Firms

MONARCH CAPITAL MANAGEMENT INC

SOLVE CONSULTING GROUP, LLC

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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