Brian Leslie, financial advisor Omaha NE

Brian Leslie

CRD Number: 5056329
Current Firm: Financial Engines Advisors LLC

Brian Leslie (CRD# 5056329) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Omaha, NE and has over 16 years of experience in the finance industry. Brian Leslie 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.

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Professional Designations
Company Name Location Dates Years
Financial Engines Advisors LLC Omaha, NE Nov 2016 - Current 5
Tmfs Advisors, LLC Overland Park, KS Aug 2015 - Nov 2016 1
The Mutual Fund Store-omaha, LLC Overland Park, KS Mar 2005 - Aug 2015 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Brian P. Leslie
Phone Number: 408-498-6000
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    260,100
    MILLIONS
  • Total Number of Accounts
    1,571,621
    ACCOUNTS
  • Average Account Value
    $165,498
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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