Mckenna Elizabeth Clifford
Investment adviser representative at Phillips Financial
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
22 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Phillips FinancialJun 2025 to now
- Cx Institutional, LLCJul 2020 to Jun 2025
- Michigan State UniversityAug 2018 to May 2020
- Agricultural Economic InsightJul 2017 to May 2018
- Purdue UniversityAug 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Phillips Financial
Legal name: Phillips Financial Management, LLC
$2.6BAssets managed
991Clients
15Advisers
22 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
- 7283078
- Firm CRD
- 131344