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Qualifications of Financial Advisor in Melbourne

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Financial Advisors in Melbourne, Florida
Financial Advisor	Office Location	Phone Number
Steve Crossett Edelman Financial Engines, LLC	4865 North Wickham Road Suite 108, Melbourne, FL 32940	(321) 751-6162
David I. Strunc, CRPC® - Founding Partner Sunrise Wealth Advisors	6052 Turkey Lake Rd. Ste. 101, Orlando, FL 32819	(407) 237-0116
Richard Reyes, CFP Wealth and Business Planning Group, LLC	125 S. Swoope Ave, Maitland, FL 32751	(407) 622-6669

Information on Qualified Financial Advisors in Melbourne

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Steve→

Steve Crossett

Edelman Financial Engines, LLC

Qualifications CRD# 1977387
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions

Office Location 4865 North Wickham Road Suite 108,
Melbourne,
FL 32940 Phone Number (321) 7516162

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC^®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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David→

David I. Strunc, CRPC® - Founding Partner

Sunrise Wealth Advisors

Qualifications CRD# 4766050
FirmCRD# 421
Series 6, 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee

Office Location 6052 Turkey Lake Rd. Ste. 101,
Orlando,
FL 32819 Phone Number (407) 2370116

David has been in the Financial Services industry for over 15 years whose experience ranges as Founding Partner of Sunrise Wealth Advisors, Financial Advisor for a select group of families in Central Florida and out of state, and coaching and training financial advisors.

About Sunrise Wealth Advisors

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning. Check out our commercial that airs on CNBC and TNT!

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Richard→

Richard Reyes, CFP

Wealth and Business Planning Group, LLC

Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly

Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 32751 Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.

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List of Additional Financial Advisors in or around Melbourne, Florida
Solomon API	Rockledge, FL

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* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.