Financial Partners, LLC

Financial Partners, LLC (CRD# 170002) is a financial advisory firm headquartered in Santa Fe, NM. They manage $75,000,000 in 433 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $173,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

CA, CO, NM, TX

Financial Advisors at Financial Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Sabato J. Deluca
CRD#: 2334879
613 Old Santa Fe Trail, Santa Fe, NM 87505
93
Wealthminder
score

Sabato Deluca (CRD# 2334879) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 24 years of experience in the finance industry.

2
William R. Douglas
CRD#: 5600885
613 Old Santa Fe Trail, Santa Fe, NM 87505
93
Wealthminder
score

William Douglas (CRD# 5600885) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 8 years of experience in the finance industry.

3
Charles A. Goodman
CRD#: 1108687
613 Old Santa Fe Trail, Santa Fe, NM 87505
93
Wealthminder
score

Charles Goodman (CRD# 1108687) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 34 years of experience in the finance industry.

4
Kerry D. Lee
CRD#: 2688537
613 Old Santa Fe Trail, Santa Fe, NM 87505
93
Wealthminder
score

Kerry Lee (CRD# 2688537) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 21 years of experience in the finance industry.

5
David G. Risser
CRD#: 1634106
Santa Fe, NM
93
Wealthminder
score

David Risser (CRD# 1634106) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 30 years of experience in the finance industry.

6
Timothy A. Engelmann
CRD#: 4933563
Albuquerque, NM
83
Wealthminder
score

Timothy Engelmann (CRD# 4933563) is an Investment Advisor Representative working at Financial Partners, LLC in Albuquerque, NM and has over 12 years of experience in the finance industry.

7
Mark E. Rael
CRD#: 2378219
613 Old Santa Fe Trail, Santa Fe, NM 87505
76
Wealthminder
score

Mark Rael (CRD# 2378219) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 20 years of experience in the finance industry. Mark Rael 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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