Unclaimed Profile

Riley William Reimschisel

PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, Indiana

Series 65Clean record6 years registeredPHILLIPS FINANCIAL MANAGEMENT, LLC

6920 POINTE INVERNESS WAY, FORT WAYNE, IN 46804CRD# 6931387Firm CRD# 131344

Profile Verification

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

Identity

Riley William Reimschisel · FORT WAYNE, IN

Registration

CRD #6931387 · PHILLIPS FINANCIAL MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

PHILLIPS FINANCIAL

Feb 2022 – present

VESTIA PERSONAL WEALTH ADVISORS

Sep 2019 – Feb 2022

FORT WAYNE, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 21, 2019

Years registered · 6

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 Riley William Reimschisel offer?

Riley William Reimschisel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Riley William Reimschisel's credentials?

Riley William Reimschisel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Riley William Reimschisel located?

Riley William Reimschisel 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 Riley William Reimschisel charge for services?

Riley William Reimschisel'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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