Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Louisville, KY
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Louisville, A to Z.
The short answer
3 registered advisors work at Edelman Financial Engines in Louisville, out of 650 at the firm nationwide; it ranks number 64 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Louisville, A to Z
Every Edelman Financial Engines advisor →- Justin B. BeaversInvestment adviser rep
- Rui MaoCertified Financial Planner
- Andrew P. ThomasInvestment 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 Louisville
All Louisville advisors →Robert W. Baird & Co. Incorporated 144Morgan Stanley 82Ameriprise Financial Services, LLC 56Raymond James & Associates, Inc. 53Cerity Partners LLC 52LPL Financial LLC 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 40Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 29State Farm Investment Management Corp. 28Stifel, Nicolaus & Company, Incorporated 25
Questions
How many financial advisors does Edelman Financial Engines have in Louisville?
3 investment adviser representatives are registered at Edelman Financial Engines offices in Louisville, Kentucky, 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 Louisville?
Edelman Financial Engines ranks number 64 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 144.
How do I check a Edelman Financial Engines advisor in Louisville?
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.