Phillip Wayne Statler
Investment adviser representative at Second Half Financial Partners, LLC
28 yearsExperience
5 statesRegistered in
$128MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Second Half Financial Partners, LLCJun 2024 to now
- Heartland Tax and Accounting, LLCJan 2024 to now
- Sfs Tax Service, Inc.Jun 2007 to now
- Statler Financial Services, Inc.Jun 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (FL, NC, OH, TX, VA).
Second Half Financial Partners, LLC
$128MAssets managed
493Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2555007
- Firm CRD
- 163454