PHILLIPS FINANCIAL MANAGEMENT, LLC

Legal name: PHILLIPS FINANCIAL

CRD #131344 SEC #801-63343 FORT WAYNE, IN 260-420-7732

SEC Registered

Total AUM

$2.2B

Discretionary

$1.9B

Employees

Clients

101

Accounts

3,084

Firm Details

Organization Type: Limited Liability Company
State of Formation: Indiana
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 1, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOXELL, KRYSTAL, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	NA	Control
Bienz, Abigail, Marie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Bienz, Abigail, Marie	I	CHIEF COMPLIANCE OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	NA	Control
GERBER, BRANT, W	I	CHIEF OPERATING OFFICER	NA	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	NA	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	NA	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	NA	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	NA	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	NA	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	NA	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	NA	Control
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
MACALEESE, JENNIFER, ANNE	I	MANAGING MEMBER	NA	Control
MACALEESE, JENNIFER, ANNE	I	MANAGING MEMBER	NA	Control
MACALEESE, JENNIFER, ANNE	I	MANAGING MEMBER	NA	Control
MACALEESE, JENNIFER, ANNE	I	MANAGING MEMBER	NA	Control
MARTIN, EDWARD, BRYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, EDWARD, BRYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, EDWARD, BRYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, EDWARD, BRYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, EDWARD, BRYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, EDWARD, BRYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, EDWARD, BRYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MARTIN, ERIN, ELIZABETH	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	NA	Control
BEHRENDT, JOHN, MARSHALL	I	MANAGING MEMBER	E	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	D	Control
BEHRENDT, JOHN, MARSHALL	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
BEHRENDT, JOHN, MARSHALL	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
BEHRENDT, JOHN, MARSHALL	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
BEHRENDT, JOHN, MARSHALL	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
BEHRENDT, JOHN, MARSHALL	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
BEHRENDT, JOHN, MARSHALL	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	C	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	C	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	C	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	C	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	C	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	C	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	C	Control
PHILLIPS, RICHARD, LYNN	I	MANAGING MEMBER	C	Control
AAKLB LLC	DE	MANAGING MEMBER	B
AAKLB LLC	DE	MANAGING MEMBER	B
AAKLB LLC	DE	MANAGING MEMBER	B
AAKLB LLC	DE	MANAGING MEMBER	B
AAKLB LLC	DE	MANAGING MEMBER	B
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HARDIEK, SHANNON, HICKS	I	MANAGING MEMBER	B	Control
HICKS, SHANNON, M	I	MANAGING MEMBER	B	Control
HICKS, SHANNON, M	I	MANAGING MEMBER	B	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	B	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	B	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	B	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	B	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	B	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	B	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	B	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
BURCH, CHAD, LEE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
HEROLD, JEANINE, MARIE	I	MANAGING MEMBER	A	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	A	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	A	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	A	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	A	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	A	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	A	Control
LANGEL, BEN, JASON	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control
MILLER, REED, PAUL	I	MANAGING MEMBER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
PARKER, ANDREW, WILLIAM	I	AAKLB LLC	F	Control
Reimschisel, Riley, William	I	AAKLB LLC	F

Registrations

Federal

May 1, 2025 REGISTERED

Notice Filings (24)

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Address

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SUITE 230
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Phone: 260-420-7732