Unclaimed Profile

Chad Lee Burch

PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, Indiana

Series 6, Series 7, Series 63, Series 66Clean record24 years registeredPHILLIPS FINANCIAL MANAGEMENT, LLC

6920 POINTE INVERNESS WAY, FORT WAYNE, IN 46804CRD# 1867503Firm CRD# 131344

Profile Verification

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

Identity

Chad Lee Burch · FORT WAYNE, IN

Registration

CRD #1867503 · PHILLIPS FINANCIAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PHILLIPS FINANCIAL

Aug 2004 – present

CAMBRIDGE INVESTMENT RESERARCH, INC.

May 2004 – Sep 2004

FORT WAYNE, IN

LINCOLN FINANCIAL ADVISORS CORPORATION

Feb 2002 – May 2004

FT WAYNE, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · February 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHILLIPS FINANCIAL MANAGEMENT, LLC

CRD 131344 · SEC 801-63343

AUM

$2.1B

Regulatory assets under management

Employees

2,853 client accounts

Services offered by PHILLIPS FINANCIAL MANAGEMENT, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PHILLIPS FINANCIAL MANAGEMENT, LLC →

Introduction

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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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