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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Omaha, A to Z.

The short answer

3 registered advisors work at Edelman Financial Engines in Omaha, out of 683 at the firm nationwide; it ranks number 75 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Omaha, A to Z

Every Edelman Financial Engines advisor →

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 58Phoenix, AZ 41Dallas, TX 12Lynnwood, WA 10Denver, CO 9Houston, TX 8Austin, TX 7Burlington, MA 7Norwood, MA 7Oakbrook Terrace, IL 7Overland Park, KS 7Roseville, CA 7Bellevue, WA 6Boca Raton, FL 6Boston, MA 6

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does Edelman Financial Engines have in Omaha?

3 investment adviser representatives are registered at Edelman Financial Engines offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 683 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 Omaha?

Edelman Financial Engines ranks number 75 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a Edelman Financial Engines advisor in Omaha?

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.