Featured Business Financial Advisor in Mequon, WI
Mequon Financial Advisors
Financial Engines Advisors, LLC
1001 W. Glen Oaks Lane, Suite 225
Mequon, WI 53092
Phone Number
Advisor Profile
Brian Eckert
Name:  Brian Eckert
Website:  Visit Website

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#:    4175089
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    WI
States Willing to do Business in:   
Years of Experience in Financial Services:    3
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Fund Specialist (CFS)
Securities Licenses:    Series 66, Series 7
 

Firm Information

Firm's Number of Clients:    9,480,515
Firm's Number of Managed Clients:    219
Assets Managed by Firm:    $134,400,000,000
Assets Managed by Advisor:    $45,197,805
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
 
 
 
Prepared By: Brian Eckert

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