Cetera Investment Advisers
45yrs
Top advisor by experience in Fort Wayne
2yrs
Based in Fort Wayne, Indiana, Marisa Meadows is a fiduciary financial advisor with 2 years of industry experience. Marisa has been with Phillips Financial since 2025. Phillips Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$1.92 million
Advisors at the firm15
States licensed ?1 state
Services through Phillips Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowPhillips FinancialCurrent firm
Contact Marisa
(260) 420-7732Phillips Financial main office 6920 Pointe Inverness Way Suite 230Fort Wayne, IN 46804Office · Get directions LinkedIn pagePhillips Financial
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Questions to ask Marisa
Tailored to Marisa’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marisa
How do I contact Marisa?
Call Phillips Financial at (260) 420-7732 and ask for Marisa Meadows. Marisa works from the Fort Wayne, IN office.
How long has Marisa been a financial advisor?
Marisa has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Marisa hold?
Series 65. Tap any license on this page to see what it allows.
Is Marisa a fiduciary?
Marisa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marisa paid?
Phillips Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Marisa for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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