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Qualifications of Financial Advisor in Frederick

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Financial Advisors in Frederick, Maryland
Financial Advisor Office Location Phone Number
Brad Garner,
Financial Engines Advisors, LLC
1 Research Court Suite 450,
Rockville, MD  20850
(301) 963-1000
Michael Balakirsky MBA,
LPL Financial
11755 Bragdon Wood,
Clarksville, MD  21029
(410) 528-8688
David Middleton,
Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD  20814
(202) 503-4015
Michael Krowe,
Edelman Financial Services, LLC
1750 Tysons Blvd.,
Tysons Corner, VA  22102
(888) 752-6742
Gian Deguzman,
Financial Engines Advisors, LLC
1900 Campus Commons Drive,
Reston, VA  20191
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
(800) 822-1461
(703) 288-6988
Nathan Badowski, CFP,
Prudential Advisors
303 International Dr,
Hunt Valley, MD  21030
(443) 886-2220
Facet Wealth,
Facet Wealth
509 S. Exeter Street,
Baltimore, MD  21202
(410) 657-3257
Ken Grier,
Financial Engines Advisors, LLC
2331 Mill Road,
Alexandria, VA  22314
(800) 822-1461
Greg Dexheimer,
Financial Engines Advisors, LLC
2308 Patton Road Suite G,
Harrisburg, PA  17112
(717) 540-7992

Information on Qualified Financial Advisors in Frederick

Qualifications CRD# 4862499
FirmCRD# 104510
Series 6, 7, 31, 63, 65

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


Office Location 1 Research Court Suite 450,
Rockville,
MD 
20850
Phone Number (301) 9631000

Joined Financial Engines in 2016. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Finance from North Carolina State University. Married to Sharon. They have one child: Sadie Margaret. Brad enjoys golfing, travel, biking, spending time with his wife and daughter, and is also an avid sports fan.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4812251
FirmCRD# 6413
Series 7, 24, 66

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


Office Location 11755 Bragdon Wood,
Clarksville,
MD 
21029
Phone Number (410) 5288688

About LPL Financial

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial planning , wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emerging markets is vital to uncover opportunities in the increasingly global economy. We will give you the world of strategies and help you achieve your dreams. We will help with retirement planning, fee based asset management through LPL Financial, investment planning, holistic financial planning, estate planning, wealth management , wealth protection, retirement planning. You worked very hard. It’s finally time to stop worrying and find a clear path towards your financial independence and stability. Contact our Columbia, Maryland office for NO-OBLIGATION FREE Consultation. You can Do IT and we can Help. Securities and financial Planning offered through LPL Financial, A Registered Investment Advisor,Member FINRA/SIPC



Qualifications CRD# 5398638
FirmCRD# 155334
Series 65

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


Office Location 3 Bethesda Metro Center,
Suite 700,
Bethesda,
MD 
20814
Phone Number (202) 5034015

David has seven years of experience in the financial services industry. He grew up in Ellicott City, Maryland and traveled south to The Georgia Institute of Technology to earn a degree in engineering. As many STEM graduates do, David decided to apply his technical education to the field of finance and joined T. Rowe Price Group, Inc. in Baltimore to start his career in 2007. In 2011, he launched Middleton Advisory LLC and offered financial advisory services to the public. David has earned the CERTIFIED FINANCIAL PLANNER (TM) designation by taking coursework through New York University and passing a two day, ten hour exam. David also earned the Accredited Investment Fiduciary® designation by taking coursework though Stetson University and passing an exam. David is passionate about offering investment education to the public and providing holistic financial planning and investment management to qualified clients. He lives in Burtonsville, Maryland with his wife and son.

About Middleton Advisory

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs. After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.



Qualifications FirmCRD# 113299

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


Office Location 1750 Tysons Blvd.,
Suite 910,
Tysons Corner,
VA 
22102
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Information Science and Systems, Radford University Business Background: Mike Krowe has been an investment advisor for nine years, and has been with Edelman Financial Services since 2009. Employment History: 2016–Present: Associate Director, Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2015–2016: Edelman Direct Advisor II for Edelman Financial Services. Provided financial advice to clients. 2012–2015: Edelman Online Advisor for Edelman Financial Services. Provided financial advice to clients. 2009–2014: Client Service Associate for Edelman Financial Services. Provided client support. 2007–2009: Financial Specialist at Wachovia. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™ Chartered Retirement Planning Counselor℠

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

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


Office Location 1900 Campus Commons Drive,
Reston,
VA 
20191
Phone Number (800) 8221461

Office Location 8100 Boone Boulevard Suite 640,
Vienna,VA  22182
Phone Number (703) 2886988

Joined Financial Engines in 2018. Began his career in the financial services industry in 2011. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attends George Mason University studying Communications. Married to Guadalupe. They have two children: Jayden and Anthony. Gian enjoys reading, movies, traveling, and spending time with his kids.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4198119
Series 6, 7, 63

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


Office Location 303 International Dr,
Suite 105,
Hunt Valley,
MD 
21030
Phone Number (443) 8862220

Originally from Pennsylvania, Nathan Badowski relocated to Maryland to attend Goucher College. After graduating in 2000, Nathan began working in the financial industry in order to gain practical knowledge that would prepare him for his future as a Certified Financial Planner®. Totaling 17 years in the business, Badowksi is a member of MDRT (Million Dollar Round Table), the Presidents Council, and NAIFA. He prides himself on working with a group that puts its clients, individuals and businesses, first. Nathan currently resides in Bel Air, MD with his wife, Caitlin and their three children, Laura, Gavin and Paul. As a family, they love being outdoors, attending baseball games, hiking, and taking trips to the beach. When it’s just the adults, he and his wife enjoy tasting wine at nearby vineyards.

About Prudential Advisors

We work with individuals and businesses to help them protect and growth their wealth.



Qualifications CRD# 5078002
FirmCRD# 285961


Office Location 509 S. Exeter Street,
Suite 202,
Baltimore,
MD 
21202
Phone Number (410) 6573257

About Facet Wealth

Facet is the one financial advice company that provides premium, comprehensive, financial life management dedicated to achieving your financial life goals, at an affordable price because we have completely redesigned the entire financial planning experience.



Qualifications CRD# 5660826
FirmCRD# 104510
Series 6, 63, 65

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


Office Location 2331 Mill Road,
Alexandria,
VA 
22314
Phone Number (800) 8221461

Joined Financial Engines in 2012. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Member of the Chesterfield Chamber of Commerce. Hometown is Richmond, VA. Married to Stacey. They have one child: Leighton. Ken enjoys market history and research, traveling, range/target shooting, tennis, and carpentry projects on his more than 100 year old home.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2507426
FirmCRD# 104510
Series 7, 24, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2308 Patton Road Suite G,
Harrisburg,
PA 
17112
Phone Number (717) 5407992

Joined Financial Engines in 2018. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Sociology & Business from SUNY Albany. Married to Jennifer. They have three children: Michael, Erin and AJ. Greg has 3 cats and enjoys camping with his family, photography and music.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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