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| Featured Business |
Financial Advisor in Kansas City, MO |
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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). |
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General Information |
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| Name of Custodial Firm: |
Charles Schwab
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
6
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®), Certified Fund Specialist (CFS)
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| Securities Licenses: |
Series 65
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Firm Information |
| Firm's Number of Clients: |
9,480,515
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| Firm's Number of Managed Clients: |
8899
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| Assets Managed by Firm: |
$134,400,000,000
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| Assets Managed by Advisor: |
$51,626,872.71
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Compensation & Fees |
| Fee Structure: |
I am a Fee-Based financial professional
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Chris Athey |
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