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309 Water Street Suite 120, Boerne, TX 78006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning Inc | San Antonio | TX | 12/2017 | 01/2018 |
| Northwestern Mutual | San Antonio | TX | 03/2018 | 06/2018 |
| Us Air Force | Holloman Afb | NM | 05/2011 | 03/2018 |
| Unmanned Systems Inc. | Waco | TX | 01/2019 | 01/2020 |
| Saldana Consulting International, Inc. | Boerne | TX | 11/2022 | 02/2023 |
| Us Air Force Reserves | Holloman Afb | NM | 07/2018 | Present |
| Northwestern Mutual | San Antonio | TX | 02/2018 | 03/2018 |
| Northwestern Mutual | San Antonio | TX | 03/2018 | 06/2018 |
| Flying Forward, L.L.C. D/B/A Flying Forward Wealth Management | Boerne | TX | 06/2023 | Present |
| United States Air Force | Holloman Afb | NM | 05/2011 | 03/2018 |
| Bdt & Associates, Inc. | Boerne | TX | 01/2023 | 06/2023 |
1) Phil Mills is a Content Creator since December 2022. Phil Mills creates tutorials to assist people in creating music at home and creates songs as Piano Phil/Producer Hat and educational financial content. Phil Mills receives less than $500 compensation per month for this activity and spends 32 hours per month on this activity. 2) Phil Mills is a designated Chartered Financial Consultant (ChFC) since December 2022. This designation prepared Phil Mills to meet the advanced financial planning needs of individuals, professionals, and small business owners. Phil Mills receives $10,000 compensation per month for this activity and spends 40 hours per month on this activity. 3) Phil Mills is a designated Chartered Federal Benefits Consultant (ChFEBC) since December 2022. This designation prepared Phil Mills to work as a financial professional within the federal government with employee benefits. Phil Mills receives $10,000 compensation per month for this activity and spends 40 hours per month on this activity. 4) Phil Mills is a designated Chartered Life Underwriter (CLU) since December 2022. This designation prepared Phil Mills to assist clients and investors address their estate planning needs. Phil Mills receives $10,000 compensation per month for this activity and spends 40 hours per month on this activity. 5) Phil Mills is a licensed General Lines Insurance Agent of the Texas Department of Insurance since February 2018. He is an independent insurance agent that sells and services for life, accident, and health insurance. From time to time, he will offer clients advice or products for this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Phil Mills always acts in the best interest of the client, including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through Phil Mills in his capacity as a licensed insurance agent. Phil Mills receives $1,000 compensation per month for this activity and spends about 10 hours per month on this activity. 6) Phil Mills is an Air Force Commissioned Officer and a MQ-9 Instructor Pilot with the United States Air Force Reserves since July 2018. Phil Mills commitment as a Reservist is one weekend a month and two full weeks during the year. Phil Mills receives $1,200 compensation per month for this activity and spends 16 hours per month on this activity. 7) Phil Mills is a Chartered Financial Consultant (ChFC) temporary Admin Placeholder for SCI, Inc. since November 2022 and until March 2023. The placeholder is needed while the executive team of SCI, Inc. studies and passes their Series 65. Phil Mills received $10,000 compensation one time for this activity and spends less than 1 hour per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-20 |
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