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Featured Business Financial Advisor in Lees Summit, MO
Lees Summit Financial Advisors
Financial Engines Advisors, LLC
1317 NE Douglas Street
Lees Summit, MO 64086
(816) 347-0200
Advisor Profile
Kelly Smith
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

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:    MO
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    15
 

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 & Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Kelly Smith

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