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Edelman Financial Engines financial advisors in Westminster, CO
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Westminster, A to Z.
The short answer
5 registered advisors work at Edelman Financial Engines in Westminster, out of 650 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Westminster, A to Z
Every Edelman Financial Engines advisor →- Jason M. BrightInvestment adviser rep
- Chad N. ErnzenInvestment adviser rep
- Wendy K. MartinezInvestment adviser rep
- Claire H. MorkCertified Financial Planner
- Kenric A. VezinaInvestment adviser rep
Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edelman Financial Engines advisors in other cities
Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6
Other firms in Westminster
All Westminster advisors →Townsend 16Edward Jones 13Mountain Capital Investment Advisors Inc. 12Cetera Investment Advisers LLC 8State Farm Investment Management Corp. 4Strategic Advisers LLC 4Concurrent Investment Advisors, LLC 3Integrated Wealth Concepts LLC 3
Questions
How many financial advisors does Edelman Financial Engines have in Westminster?
5 investment adviser representatives are registered at Edelman Financial Engines offices in Westminster, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Westminster?
Edelman Financial Engines ranks number 5 in Westminster by registered advisors; Townsend has the most, with 16.
How do I check a Edelman Financial Engines advisor in Westminster?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.