Financial Engines Advisors LLC

Financial Engines Advisors LLC (CRD# 104510) is a financial advisory firm headquartered in Sunnyvale, CA. They manage $138,000,000,000 in 1,166,541 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    138,000
    MILLION
  • Total Number of Accounts
    1,166,541
    ACCOUNTS
  • Average Account Value
    $118,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Financial Engines Advisors LLC
Showing 1 - 10 of 344 top financial advisors.
1
Craig S. Adler
CRD#: 2005875
4742 N. 24th St, Suite 120, Phoenix, AZ 85016
96
Wealthminder
score

Craig Adler (CRD# 2005875) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 9 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.

2
Kurt D. Balderston
CRD#: 3025260
1390 Timberlake Manor Parkway, Suite 130, Chesterfield, MO 63017
96
Wealthminder
score

Kurt Balderston (CRD# 3025260) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Chesterfield, MO and has over 19 years of experience in the finance industry. Kurt Balderston 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.

3
Gary L. Bussing
CRD#: 2444012
11095 Metcalf Avenue, Overland Park, KS 66210
96
Wealthminder
score

Gary Bussing (CRD# 2444012) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Overland Park, KS and has over 24 years of experience in the finance industry. Gary Bussing 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.

4
Terry A. Conner
CRD#: 2255002
1835 E. Republic Road, Suite 104, Springfield, MO 65804
96
Wealthminder
score

Terry Conner (CRD# 2255002) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Springfield, MO and has over 25 years of experience in the finance industry. Terry Conner 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.

5
Frederick G. Ferrara
CRD#: 2114799
1112 Galleria Boulevard, Suite 160, Roseville, CA 95678
96
Wealthminder
score

Frederick Ferrara (CRD# 2114799) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Roseville, CA and has over 23 years of experience in the finance industry.

6
Erich R. Gebbie
CRD#: 4470735
601 108th Avenue Northeast, 19th Floor, Bellevue, WA 98004
96
Wealthminder
score

Erich Gebbie (CRD# 4470735) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Bellevue, WA and has over 5 years of experience in the finance industry. Erich Gebbie 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.

7
Andrew S. Hedrick
CRD#: 2148266
555 E. Basse Road, Suite 206, San Antonio, TX 78209
96
Wealthminder
score

Andrew Hedrick (CRD# 2148266) is an Investment Advisor Representative working at Financial Engines Advisors LLC in San Antonio, TX and has over 26 years of experience in the finance industry. Andrew Hedrick 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.

8
Dean J. Hessler
CRD#: 2652956
2501 West Beltline Highway, Suite 103, Madison, WI 53713
96
Wealthminder
score

Dean Hessler (CRD# 2652956) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Madison, WI and has over 16 years of experience in the finance industry. Dean Hessler 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.

9
Brian P. Leslie
CRD#: 5056329
573 N 155th Plaza, Omaha, NE 68154
96
Wealthminder
score

Brian Leslie (CRD# 5056329) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Omaha, NE and has over 12 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.

10
Kevin W. Logan
CRD#: 3089827
2350 Mission College Blvd., Suite 450, Santa Clara, CA 95054
96
Wealthminder
score

Kevin Logan (CRD# 3089827) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Santa Clara, CA and has over 19 years of experience in the finance industry. Kevin Logan 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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