Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in W Des Moines, IA
W Des Moines Financial Advisors
Financial Engines Advisors, LLC
4825 EP True Parkway Suite 108
W Des Moines, IA 50265
(515) 223-0322
Advisor Profile
Matthew Kitzman
Name:  Matthew Kitzman
Phone Number:  (515) 223-0322
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 ...

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#:    4474159
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    IA
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    2
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 66, Series 7, Series 31
 

Firm Information

Firm's Number of Clients:    9,480,515
Firm's Number of Managed Clients:    183
Assets Managed by Firm:    $134,400,000,000
Assets Managed by Advisor:    $14,525,983
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
 
 
 
Prepared By: Matthew Kitzman

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