Craig Adler, financial advisor Phoenix AZ
96 score

Craig Adler

CRD Number: 2005875
Current Firm: Financial Engines Advisors LLC

Craig Adler (CRD# 2005875) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 8 years of experience in the finance industry. Craig Adler 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 Phoenix, AZ Aug 2011 - Current 5
Paradise Valley Community College Phoenix, AZ Sep 2008 - Current 8
Adler Tax Service Phoenix, AZ Sep 2008 - Current 8
Az Dept Of Education Phoenix, AZ Aug 2002 - Current 14
The Vanguard Group, Inc. Scottsdale, AZ Aug 2008 - Aug 2011 3
H&r Block Phoenix, AZ Oct 2005 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Craig S. Adler
Phone Number: 408-498-6000
Registered State(s):
  • AL
  • WA
  • AZ
  • CA
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    113,424
    MILLIONS
  • Total Number of Accounts
    932,089
    ACCOUNTS
  • Average Account Value
    $121,688
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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