Phillip Statler has been an investment adviser representative at Second Half Financial Partners since June 2024, and is not listed among the firm’s executive officers or direct owners. Phillip Statler holds a Bachelor of Science in Accounting and Finance from Florida State University.
Second Half Financial Partners, LLC is a Sebring, FL firm with $128M under management, 493 clients and 3 advisers in one office, as of its April 2026 filing.
Phillip Statler is President and Founder of Statler Financial Services, Inc., based in Sebring, Florida. He began his career as a tax advisor and in 2001 expanded his services to include investment and retirement advisory. He specializes in retirement planning, tax strategies, and investment management, and hosts the Statler Financial Radio Show.
Phillip Statler’s longest registration was 18 years at Statler Financial Services, Inc. (2006–2024). Before joining Second Half Financial Partners in 2024, Phillip Statler was registered through Statler Financial Services, Inc.
- – present · 2 yearsSebring, FL · Adviser representative · Firm CRD 163454
- Statler Financial Services, Inc.– · 18 yearsSebring, FL · Adviser representative · Firm CRD 140650
Investment adviser representative registrations
Phillip Statler is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from June 2024; the most recent is North Carolina, in July 2024.
- FloridaSince 25 June 2024
- North CarolinaSince 10 July 2024
- OhioSince 20 June 2024
- TexasResidentSince 14 June 2024
- VirginiaSince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 February 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 January 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Phillip Wayne Statler
- CRD
- 2555007
- Firm
- Second Half Financial Partners · CRD 163454
- Office
- 145 WEST CENTER AVENUE, Sebring, FL 33870
- Registration
- Investment adviser registration
- In the industry since
- February 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- statlerfinancial.com
Where does Phillip Statler work?
Phillip Statler is an investment adviser representative registered through Second Half Financial Partners, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Phillip Statler a financial advisor?
Yes. Phillip Statler has a current investment-adviser registration in Florida, North Carolina, Ohio, Texas and Virginia, through Second Half Financial Partners since June 2024.
How many years of experience does Phillip Statler have?
Phillip Statler has 31 years in the financial industry, since February 1995, across 2 adviser firms.
What exams has Phillip Statler passed?
Phillip Statler has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in January 1995.
Where is Phillip Statler based?
Phillip Statler’s registered office is in Sebring, FL.
Is Phillip Statler registered with FINRA?
No. Phillip Statler has no current broker registration.
How can I verify Phillip Statler’s record?
Search CRD 2555007 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Statler’s full registration record.
- Leila ShaverChief Compliance Officer
- George LeidelFounder
- John SwaineFounder