Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Indianapolis, A to Z.
The short answer
5 registered advisors work at Edelman Financial Engines in Indianapolis, out of 650 at the firm nationwide; it ranks number 64 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Indianapolis, A to Z
Every Edelman Financial Engines advisor →- Zackary BellInvestment adviser rep
- Jennifer E. ErvinInvestment adviser rep
- Darcey KellerCertified Financial Planner
- Andrew P. SmithCertified Financial Planner
- Eric J. WassonInvestment 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 Indianapolis
All Indianapolis advisors →Schwab Wealth Advisory, Inc. 160Charles Schwab & Co., Inc. 158Oneamerica Securities, Inc. 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 99Ameriprise Financial Services, LLC 67MML Investors Services, LLC 62J.P. Morgan Securities LLC 55LPL Enterprise, LLC 51Cetera Investment Advisers LLC 49Thurston Springer Advisors 48Stifel, Nicolaus & Company, Incorporated 44
Questions
How many financial advisors does Edelman Financial Engines have in Indianapolis?
5 investment adviser representatives are registered at Edelman Financial Engines offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Indianapolis?
Edelman Financial Engines ranks number 64 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.
How do I check a Edelman Financial Engines advisor in Indianapolis?
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.