Phil Troyer

Vice President of Compliance

Phil has been working with Channel Financial since January 2015. He helps with the formation of plan governance documents and fiduciary processes.

Phil has managed a national ERISA law practice and previously served as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment advisory firm that were owned by National Retirement Partners, Inc. He has also written numerous articles on ERISA law for retirement plan industry trade publication.

Education & Training

  • J.D., Indiana University Maurer School of Law
  • BS, Political Science, DePauw University
  • Series 7, 24, 63 licenses through Triad Advisors.

Areas of Expertise

  • Compliance
  • Investment Advisors Act