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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 28, 2019
    • $915.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $524.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

12

name start date
Shannon Hicks Hardiek
August 2004
Benjamin Adam Batt
August 2017
Chad Lee Burch
August 2004
Michelle Lynn Martin
March 2005
Jennifer Anne Macaleese
November 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Phillips Benefits Advisors, LLC -- --
    Phillips Financial Services, Inc. Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Richard Lynn Phillips Managing Member July, 2004 50% to 75%
      Shannon Hicks Hardiek Managing Member July, 2004 25% to 50%
      Jeanine Marie Herold Managing Member January, 2008 5% to 10%
      Chad Lee Burch Managing Member July, 2004 less than 5%
      Reed Paul Miller Managing Member March, 2005 less than 5%
      Jennifer Anne Macaleese Chief Compliance Officer January, 2018 less than 5%
      Ben Jason Langel Managing Member January, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees