Riley William Reimschisel

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

• 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

• 2019-09-21 → 2022-02-01
  Vestia Personal Wealth Advisors
  Fort Wayne, IN

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-21

Designations

• Certified Financial Planner

Other Names

• Riley Reimschisel