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|List of Financial Advisors in Nevada|
|Financial Advisor||Office Location||Phone Number|
Baseline Investments, LLC
9205 West Russell Road Building 3,,
Las Vegas, NV 89148
Edelman Financial Engines, LLC
7201 W. Lake Mead Blvd.,
Las Vegas, NV 89128
|Jennifer Davis, CFP
SkyOak Wealth Management, Inc.
410 South Rampart,
Las Vegas, NV 89145
I am a fee-only financial professional, Based on Assets
9205 West Russell Road Building 3,,
NV 89148 Phone Number (702) 7934450
My father was the financial caretaker in the family. My mom's world fell apart when he died at the young age of 53 and unfortunately she did not know any of their finances. At the age of 22, I was now responsible for her finances and had to uncover years of financial 'stuff'. Tragically, my father had paid into a life insurance policy for 20+ years and missed the last payment (he was in a coma) just before he died. No one knew he had missed the payment and like vapor, the life insurance was gone. I wanted to learn more and that is when I first dipped my toe in finance (after 7 years in the insurance industry). I maintained position in finance and built wonderful relationships for nearly 20 years. I realized there is a culture around that generation that may be hindering women, considering they will outlive their husband, statistically speaking. This very fact, partnered with the real life experiences surrounding my mother and father empowered me to make sure that no one I work with will have to experience those same situations. And so, Baseline Investments was born.
Baseline Investments is a boutique financial advisory firm founded by a team of financial advisors and analysts with a combined, over 45 years experience, all while maintaining our independence. Our goal is to assist our clients in making smart investment decisions. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Our synergistic team of investment advisors and analysts approach each clients financial picture and needs individually, taking into account the many factors associated with your entire financial profile including risk assessment, tax consequences, short term and long term financial goals, among many other factors. We create customized financial plans, whether you are accumulating, saving for college educations, preparing for retirement, or in your golden years, our experienced team of analysts, research, and market experts work together to create a financial plan that will best suit your vision. These are just a few of the factors which set us apart and provides a runway to success. As a client of Baseline Investments, you will have our Management teams leadership, industry knowledge and an unparalleled service team working for you.
Series 7, 63, 66
Fee Based Only - No Commissions
7201 W. Lake Mead Blvd.,
NV 89128 Phone Number (702) 6516464
Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2002. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the Accredited Asset Management SpecialistSM (AAMS®) designation(s). United States Marine Corp Veteran of the Gulf War. Married to Patty. They have two children: Connor and Chase. Eric enjoys coaching and playing many different sports.
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.
410 South Rampart,
NV 89145 Phone Number (800) 9718070
Jennifer is the founder and CEO of SkyOak Wealth Management. Jennifer wanted to start her own boutique financial advisory firm since she was in her late 20s. After 20 years working for the large firms of Wall Street, she finally created SkyOak Wealth Management in 2010 with the help and support of her husband, Derek. Jennifer provides customized solutions and a broad scope of institutional and family office services through financial planning, experienced investment management, and insurance by using a team of advisors with different areas of expertise. Jennifers expertise and passion is counseling and advising individuals and families, especially those that are going through wealth transition or obtaining new wealth that is different than they were accustomed to. During the years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and IPO to instant wealth that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barrons Top Woman Advisors in the country.
We do what we love We do what is right The client will always come first. SkyOak is about helping people manage their assets so they can make a difference and touch other peoples lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting. SkyOak is a woman-owned independent registered investment advisor or RIA. Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP® ) with over 20 years experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise but all divisions, as well as our 10 licensed financial advisors and numerous support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals. As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice. Our primary focus is about protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.
|List of Additional Financial Advisors in Nevada|
|Comprehensive Wealth Management Advisors||Las Vegas, NV|
|The Laughton Company||Reno, NV|
|The Keller Group Investment Management, Inc.||Henderson, NV|
|The Sudol Group||Las Vegas, NV|
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