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Riley William Reimschisel

Phillips Financial

Fort Wayne, IN

Carmel, 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 2022-02-02
  • IN RA
    APPROVED
    Since 2022-02-02

Branch Locations

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

303 Congressional Blvd Suite 200, Carmel, IN 46032 • 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
Full-Time Education Fort Wayne IN 04/2007 01/2019
Sugar Lane Dairy Convoy OH 06/2014 08/2017
Peter Franklin Jewelers Fort Wayne IN 06/2017 08/2017
Taylor University Upland IN 08/2017 01/2019
Vestia Personal Wealth Advisors Fort Wayne IN 01/2019 01/2022
Phillips Financial Management, Llc Fort Wayne IN 01/2022 Present
  • 04/2007 → 01/2019
    Full-Time Education
    Fort Wayne, IN
  • 06/2014 → 08/2017
    Sugar Lane Dairy
    Convoy, OH
  • 06/2017 → 08/2017
    Peter Franklin Jewelers
    Fort Wayne, IN
  • 08/2017 → 01/2019
    Taylor University
    Upland, IN
  • 01/2019 → 01/2022
    Vestia Personal Wealth Advisors
    Fort Wayne, IN
  • 01/2022 → Present
    Phillips Financial Management, Llc
    Fort Wayne, IN
Previous Registrations
Other Businesses

1. INDEPENDENT LIFE & HEALTH INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES; INVESTMENT RELATED; 01/2022

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-21
  • S65 Uniform Investment Adviser Law Examination
    2019-09-21
Designations
Other Names
  • Riley Reimschisel

View on SEC IAPD

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Joseph A Hampton
KEVIN THOMAS NOLL

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

More in Fort Wayne, IN

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