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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Rochester, Minnesota. 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.
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| Qualified Financial Advisors in Rochester, Minnesota | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Alex Reader Edelman Financial Engines, LLC |
1960 Donegal Drive Suite 40, Woodbury, MN 55125 |
651-714-9505 |
Qualifications
CRD# 5595998
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
1960 Donegal Drive Suite 40,
Woodbury,
MN 55125
Phone Number
651-714-9505
I take the time to work with my clients as a financial planner and get to the core of their objectives for investments, children's education and retirement wishes. Then we create a plan that enables them to stay on course and help reach their goals. Away from work, I'm a big fan of live music and the Minnesota Vikings. Travel and food are my other lifelong passions.
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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