Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Novi, MI
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Novi, A to Z.
The short answer
6 registered advisors work at Edelman Financial Engines in Novi, out of 650 at the firm nationwide; it ranks number 11 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Novi, A to Z
Every Edelman Financial Engines advisor →- Jeanne G. BaldwinCertified Financial Planner, Chartered Financial Consultant
- Christopher R. DavidsonInvestment adviser rep
- Ashley L. KremhelmerCertified Financial Planner
- Brian M. SitesCertified Financial Planner
- Hannah R. SzalayInvestment adviser rep
- Richard A. WelshCertified Financial Planner
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 Novi
All Novi advisors →Ameriprise Financial Services, LLC 36Strategic Advisers LLC 21Valic Financial Advisors, Inc. 17Charles Schwab & Co., Inc. 13C2 Private Wealth 11The Nemes Rush Group, LLC 8Dahring | Cusmano And Associates 7LPL Financial LLC 7Mariner 7Richard W. Paul & Associates, LLC 7Pathworks Financial, Inc. 5Raymond James & Associates, Inc. 5
Questions
How many financial advisors does Edelman Financial Engines have in Novi?
6 investment adviser representatives are registered at Edelman Financial Engines offices in Novi, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Novi?
Edelman Financial Engines ranks number 11 in Novi by registered advisors; Ameriprise Financial Services, LLC has the most, with 36.
How do I check a Edelman Financial Engines advisor in Novi?
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.