Financial Engines Advisors LLC

Financial Engines Advisors LLC (CRD# 104510) is a financial advisory firm headquartered in Sunnyvale, CA. They manage $181,300,000,000 in 1,405,644 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    181,300
    MILLION
  • Total Number of Accounts
    1,405,644
    ACCOUNTS
  • Average Account Value
    $128,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Financial Engines Advisors LLC
Showing 21 - 30 of 583 top financial advisors.
21
Brad J. Bailey
CRD#: 3234308
7900 Glades Road, Suite 310, Boca Raton, FL 33430

Brad Bailey (CRD# 3234308) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

22
James S. Baker
CRD#: 3272916
4000 Legato Road, 9th Floor, Fairfax, VA 22033

James Baker (CRD# 3272916) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Fairfax, VA and has over 20 years of experience in the finance industry. James Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

23
Kurt D. Balderston
CRD#: 3025260
1390 Timberlake Manor Parkway, Suite 130, Chesterfield, MO 63017

Kurt Balderston (CRD# 3025260) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Chesterfield, MO and has over 21 years of experience in the finance industry. Kurt Balderston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

24
Jeanne G. Baldwin
CRD#: 2750578
39555 Orchard Hill Place, Suite 365, Novi, MI 48375

Jeanne Baldwin (CRD# 2750578) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Novi, MI and has over 23 years of experience in the finance industry. Jeanne Baldwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

25
David C. Balestriere
CRD#: 4790356
7900 Glades Road, Suite 310, Boca Raton, FL 33430

David Balestriere (CRD# 4790356) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Boca Raton, FL and has over 15 years of experience in the finance industry. David Balestriere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

26
Andrew S. Band
CRD#: 4486908
3460 Preston Ridge Rd, Suite 500, Alpharetta, GA 30005

Andrew Band (CRD# 4486908) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Alpharetta, GA and has over 18 years of experience in the finance industry. Andrew Band has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

27
Glynis H. Banhan
CRD#: 5447139
18851 Ne 29th Ave, Suite 501, Aventura, FL 33180

Glynis Banhan (CRD# 5447139) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Aventura, FL and has over 6 years of experience in the finance industry.

28
Roger M. Baranovic
CRD#: 2461261
6327 Wilson Mills Road, Highland Heights, OH 44143

Roger Baranovic (CRD# 2461261) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Highland Heights, OH and has over 25 years of experience in the finance industry.

29
Nathan P. Bardin
CRD#: 6436455
4742 N 24th St, Suite 270, Phoenix, AZ 85016

Nathan Bardin (CRD# 6436455) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.

30
Everett K. Barnes
CRD#: 4156144
8555 N. River Road, Suite 350, Indianapolis, IN 46240

Everett Barnes (CRD# 4156144) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Indianapolis, IN and has over 19 years of experience in the finance industry.

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