Ian KrekelbergCRD Number: 5928621
Current Firm: Financial Engines Advisors LLC
Ian Krekelberg (CRD# 5928621) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Financial Engines Advisors LLC||Phoenix, AZ||Apr 2011 - Current||5|
|Unemployed||Phoenix, AZ||Nov 2010 - Apr 2011||< 1|
|Hsbc||Leeds,||Aug 2007 - Nov 2010||3|
|Acs Steering||Dewsbury,||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management113,424MILLIONS
Total Number of Accounts932,089ACCOUNTS
Average Account Value$121,688
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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