Unclaimed Profile

Jennifer Anne Macaleese

PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, Indiana

SIE, Series 7, Series 66CFPClean record14 years registeredPHILLIPS FINANCIAL MANAGEMENT, LLC

6920 POINTE INVERNESS WAY, FORT WAYNE, IN 46804CRD# 5978797Firm CRD# 131344

Profile Verification

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

Identity

Jennifer Anne Macaleese · FORT WAYNE, IN

Registration

CRD #5978797 · PHILLIPS FINANCIAL MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

PHILLIPS FINANCIAL

Nov 2017 – present

WELLS FARGO CLEARING SERVICES, LLC

Dec 2011 – Jun 2017

FORT WAYNE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 14, 2011

Years registered · 14

Professional designation · CFP

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 Jennifer Anne Macaleese offer?

Jennifer Anne Macaleese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Jennifer Anne Macaleese's credentials?

Jennifer Anne Macaleese holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Anne Macaleese located?

Jennifer Anne Macaleese 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 Jennifer Anne Macaleese charge for services?

Jennifer Anne Macaleese'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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