Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Colorado Springs, CO
Colorado Springs Financial Advisors
Financial Engines Advisors, LLC
5134 North Nevada Avenue Suite 140
Colorado Springs, CO 80918
(719) 594-6800
Advisor Profile
Gary Mills
Name:  Gary Mills
Phone Number:  (719) 594-6800
Website:  Visit Website
Disclosure Link:
https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957." target="_blank">WiserAdvisor is a solicitor ... Compliance

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
 

General Information

CRD#:    1297201
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    CO
Years of Experience in Financial Services:    31
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®)
Securities Licenses:    Series 65, Series 63, Series 26, Series 6
 

Firm Information

Firm's Number of Clients:    9,480,515
Firm's Number of Managed Clients:    1048
Assets Managed by Firm:    $134,400,000,000
Assets Managed by Advisor:    $13,237,884
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
 
 
 
Prepared By: Gary Mills

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.