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Chad Lee Burch

PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, Indiana
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6920 POINTE INVERNESS WAY, FORT WAYNE, IN 46804CRD# 1867503Firm CRD# 131344
01

About

Chad Lee Burch 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PHILLIPS FINANCIAL MANAGEMENT, LLC
PHILLIPS FINANCIAL
AUM
$2.1B
Regulatory assets under management
Employees
32
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1867503
Firm CRD# 131344
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Lee Burch offer?
Chad Lee Burch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Chad Lee Burch's credentials?
Chad Lee Burch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Lee Burch located?
Chad Lee Burch 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 Chad Lee Burch charge for services?
Chad Lee Burch'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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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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