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FINANCIAL ENGINES ADVISOR CENTER, LLC
FINANCIAL ENGINES ADVISOR CENTER, LLC
OVERLAND PARK, Kansas
·
2 registered advisors
·
CRD# 109238
SEC# 801-57511
913-319-8100
01
Firm Overview
AUM
$8.1B
Regulatory assets under management
Employees
190
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL ENGINES ADVISOR CENTER, LLC
2 registered advisors
Adam Stuart Bold
OVERLAND PARK, Kansas
CRD# 2246043
Clifford Merril Brandt
OVERLAND PARK, Kansas
CRD# 1902051
05
Office Locations
OVERLAND PARK, Kansas
2 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL ENGINES ADVISOR CENTER, LLC (CRD# 109238) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.