Phillip M. Mills
Professional summary
Phillip Marron Mills, CFP®, who also goes by Phillip M Baker, Phil Mills, Phillip Mills, is a registered financial advisor currently at FLYING FORWARD WEALTH MANAGEMENT located in Boerne, Texas.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Phillip has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Marron Mills's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
August 7, 2023 - Present
FLYING FORWARD WEALTH MANAGEMENT
March 14, 2025 - December 12, 2025
FAIRBANKS FINANCIAL WEALTH MANAGEMENT
February 2, 2023 - June 9, 2023
INVICTA FINANCIAL GROUP
December 16, 2022 - February 15, 2023
SCI, INC.
April 4, 2018 - November 8, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/7/2023)
Exams
Current Firm
FLYING FORWARD WEALTH MANAGEMENT
CRD#: 327389 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 5,126,657 |
Red Flags
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