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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Waukesha, WI

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

The short answer

3 registered advisors work at Edelman Financial Engines in Waukesha, out of 650 at the firm nationwide; it ranks number 27 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Waukesha, 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 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 Waukesha

All Waukesha advisors →

Global View Capital Management LLC 60Morgan Stanley 45Robert W. Baird & Co. Incorporated 44Wells Fargo Clearing Services, LLC 21Ellenbecker Investment Group 20Raymond James & Associates, Inc. 18Edward Jones 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Thrivent Investment Management Inc. 14Dana Investment Advisors Inc. 13

Questions

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

3 investment adviser representatives are registered at Edelman Financial Engines offices in Waukesha, Wisconsin, 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 Waukesha?

Edelman Financial Engines ranks number 27 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 60.

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

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.