Unclaimed Profile

Brant W Gerber

PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, Indiana

Clean recordPHILLIPS FINANCIAL MANAGEMENT, LLC

6920 POINTE INVERNESS WAY, FORT WAYNE, IN 46804CRD# 7346720Firm CRD# 131344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brant W Gerber · FORT WAYNE, IN

Registration

CRD #7346720 · PHILLIPS FINANCIAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brant W Gerber is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with PHILLIPS FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PHILLIPS FINANCIAL MANAGEMENT, LLC

PHILLIPS FINANCIAL

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PHILLIPS FINANCIAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 7346720

Firm CRD# 131344

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brant W Gerber offer?

Brant W Gerber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Brant W Gerber's credentials?

Brant W Gerber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brant W Gerber located?

Brant W Gerber is based in FORT WAYNE, Indiana, working with PHILLIPS FINANCIAL MANAGEMENT, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Brant W Gerber charge for services?

Brant W Gerber's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHILLIPS FINANCIAL MANAGEMENT, LLC?

PHILLIPS FINANCIAL MANAGEMENT, LLC has approximately 32 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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