Erin E. Martin
Professional summary
Erin Elizabeth Martin, AIF®, who also goes by Erin Elizabeth Henline, Erin Elizabeth Martin Mrs., is a registered financial advisor currently at PHILLIPS FINANCIAL located in Fort Wayne, Indiana.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Erin has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erin Elizabeth Martin's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2007 - Present
PHILLIPS FINANCIAL
Office #1: 6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804November 9, 2006 - May 16, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
Primary Firm SEC Registration
PHILLIPS FINANCIAL
CRD#: 131344 / SEC#: 801-63343
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/26/2007)
Exams
Current Firm
PHILLIPS FINANCIAL
CRD#: 131344 / SEC#: 801-63343
Contact information
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,084 |
| AUM (Assets Under Management) | $ 2,214,893,239 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 11/27/2024 | ||
| 10/30/2023 | ||
| 01/03/2023 |
Red Flags
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Company Information
PHILLIPS FINANCIAL
CRD#: 131344Fort Wayne, IN 46804TRUST BUT VERIFY
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