Edward Bails (CRD# 2898766) is an Investment Advisor Representative working at Enlightened Finance LLC in Elkhart, IN and has over 26 years of experience in the finance industry. Edward Bails has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2362499
Cetera Investment Advisers LLC
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Enlighten Finance LLC | Elkhart, IN | Oct 2021 - Current | 2 |
| Fortified Wealth | Elkhart, IN | Jan 2003 - Current | 21 |
| Ae Wealth Management, LLC | Topeka, KS | Sep 2019 - Nov 2021 | 2 |
| Ae Wealth Management | Elkhart, IN | Sep 2019 - Oct 2021 | 2 |
| Securities America, Inc. | Elkhart, IN | Jun 2016 - Sep 2019 | 3 |
| Arbor Point Advisors | Elkhart, IN | Jun 2016 - Sep 2019 | 3 |
| Lpl Financial, LLC | Elkhart, IN | Feb 2014 - Jul 2016 | 2 |
| Private Advisor Group, LLC | Morristown, NJ | Jan 2015 - Jun 2016 | 1 |
| U.s. Financial Advisors, LLC | Elkhart, IN | Jan 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- IN
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Total Assets Under Management116MILLIONS
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Total Number of Accounts358ACCOUNTS
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Average Account Value$324,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IN, MI, TX
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