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Financial Advisor in Lees Summit, MO


Financial Engines Advisors, LLC
1317 NE Douglas Street Lees Summit, MO 64086	(816) 347-0200 Visit Website

Advisor Profile

Name:	Kelly Smith
Phone Number:	(816) 347-0200
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

General

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#:

6519874

Firm CRD#:

104510

Name of Custodial Firm:

Charles Schwab

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses:

Series 65

Firm Information

Firm's Number of Clients:

9,480,515

Firm's Number of Managed Clients:

9,480,515

Assets Managed by Firm:

$134,400,000,000

Compensation and Fees

Fee Structure:

I am a Fee-Based financial professional

Compensation Methods:

Based on Assets

Prepared By:

Kelly Smith