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Qualifications of Financial Advisor in Bremen

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Bremen, Georgia
Financial Advisor Office Location Phone Number
Bruce Alden
Edelman Financial Engines, LLC
3051 Akers Mill Rd,
Atlanta, GA  30339
(770) 419-8989
Alan McKnight
Kays Financial Advisory Corporation
200 Galleria Parkway SE, Suite 1150,
Atlanta, GA  30339
(770) 951-9001
Widmark Cano
Edelman Financial Engines, LLC
100 Hartsfield Centre Parkway,
Atlanta, GA  30354
3355 Lenox Rd, Suite 950,
Atlanta, GA  30326
(404) 814-5267
Bruce Alden
Edelman Financial Engines, LLC
869 North Main St.,
Alpharetta, GA  30004
(678) 691-8500
Rose Niang
Edelman Financial Engines, LLC
1680 Mall of Georgia Boulevard,
Buford, GA  30519
(678) 714-4900

Information on Qualified Financial Advisors in Bremen

Qualifications CRD# 1728886
FirmCRD# 104510
Series 3, 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA 
30339
Phone Number (770) 4198989

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, and camping.

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.



Qualifications CRD# 105873
Series 65

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


Office Location 200 Galleria Parkway SE, Suite 1150,
Atlanta,
GA 
30339
Phone Number (770) 9519001

* Alan is Vice President and Principal in charge of Client Relations working in the areas of Retirement Planning, Investment Planning, Insurance Panning, Tax Planning and Estate Planning. * He is CERTIFIED FINANCIAL PLANNER Practitioner and has an earned MBA in Finance. He is currently pursuing a Doctor of Business Administration in Finance from the University of Florida and is doing research in Securities Analysis, Investments and Investor Behavior. * He is also an adjunct faculty member teaching Personal Financial Planning, Securities Analysis, Corporate Finance, Managerial Finance, Mergers and Acquisitions, Derivatives as well as Banking and Management of Financial Institution.

About Kays Financial Advisory Corporation

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm located in North Atlanta, Georgia, at the Cobb Galleria Center. Founded in 1985, the firm provides full- time money management and comprehensive financial planning services to individuals and families. We have designed our services to grow, protect, and conserve clients' wealth by delivering a high level of personalized service and expertise. We exist to help our clients make smart decisions about their money to achieve their financial goals. Our firm offers: Highly educated, credentialed and experienced advisors A big picture approach to personal finances A system of client review meetings A team approach to working with clients A transparent and fair fee structure Tax planning advice Integration of estate plans with your financial plan Expertise in retirement distribution and long term care planning Ongoing client communication through meetings, e-mails, client seminars and our weekly radio show Smart Money.



Qualifications CRD# 2430270
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 100 Hartsfield Centre Parkway,
Suite 500,
Atlanta,
GA 
30354
Phone Number (404) 8145267

Office Location 3355 Lenox Rd, Suite 950,
Atlanta,GA  30326

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1994. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Hospitality Management from Florida International University. Married to Jenny. They have three children: Rafael, Cheyenne, and Kendal. Widmark enjoys movies, exercising, concerts, and traveling.

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.



Qualifications CRD# 1728886
FirmCRD# 104510
Series 3, 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 869 North Main St.,
Suite 202,
Alpharetta,
GA 
30004
Phone Number (678) 6918500

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, and camping.

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.



Qualifications CRD# 5742862
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1680 Mall of Georgia Boulevard,
Suite 1735,
Buford,
GA 
30519
Phone Number (678) 7144900

Joined Edelman Financial Engines in 2013. Began her career in the financial services industry in 2009. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC® certification(s). Master's degree in Human Resource Management and Bachelor's degree in Finance from Rutgers Business School. Married to Abdoulaye. They have two children: Bocar and Sidy. Rose enjoys cooking, yoga, and Pilates.

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.



List of Additional Financial Advisors in or around Bremen, Georgia
Cambridge Legacy Group Bremen, GA