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Financial Advisor in Kalamazoo, Michigan

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Kalamazoo

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 Kalamazoo, Michigan
Financial Advisor Office Location Phone Number
Robert Clark
Edelman Financial Engines, LLC
251 North Rose Street,
Kalamazoo, MI  49007
70 W Michigan Ave.,
Battle Creek, MI  49017
1200 East Paris Avenue SE Suite 7,
Grand Rapids, MI  49546
(616) 949-5959

Information on Qualified Financial Advisors in Kalamazoo

Qualifications CRD# 5996982
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 251 North Rose Street,
Suite 200,
Kalamazoo,
MI 
49007
Phone Number (616) 9495959

Office Location 70 W Michigan Ave.,
Suite 610,
Battle Creek,MI  49017

Office Location 1200 East Paris Avenue SE Suite 7,
Grand Rapids,MI  49546

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Engineering from Grand Valley State University. Married to Holly. They have two children: Austin and Connor. Robert enjoys sports, scuba diving, traveling, outdoor activities, social events, movies, and spending time with family.

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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