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Featured Business Financial Advisor in Davie, FL
Davie Financial Advisors
Financial Engines Advisors, LLC
2 S. University Dr. Suite 231
Davie, FL 33324
(954) 741-7775
Advisor Profile
Jonathon Kollra
Name:  Jonathon Kollra
Phone Number:  (954) 741-7775
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#:    3047006
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    FL
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 9, Series 63, Series 66, Series 10
 

Firm Information

Firm's Number of Clients:    9,480,515
Firm's Number of Managed Clients:    200
Assets Managed by Firm:    $134,400,000,000
Assets Managed by Advisor:    $39,032,465
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
 
 
 
Prepared By: Jonathon Kollra

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