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Qualifications of Financial Advisor in Cornelius

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Financial Advisors in Cornelius, North Carolina
Financial Advisor Office Location Phone Number
Austin Konecke,
Financial Engines Advisors, LLC
19109 West Catawba Avenue,
Cornelius, NC  28031
(704) 553-9553
Garrett Moretz,
Moretz Wealth Management, LLC
181 North Main Street,
Mooresville, NC  28115
(704) 799-8011
TONY MONTANARI, CIMA®,
ACM Wealth Management
212 S. Tryon Street,
Charlotte, NC  28281
(877) 707-5429
Austin Konecke,
Financial Engines Advisors, LLC
11006 Rushmore Drive Suite 175,
Charlotte, NC  28277
(704) 623-9623
Josh Hederick,
Financial Engines Advisors, LLC
717 Green Valey Rd.,
Greensboro, NC  27408
(336) 899-0773

Information on Qualified Financial Advisors in Cornelius

Qualifications CRD# 2818642
FirmCRD# 104510
Series 6, 7, 24, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Hourly


Office Location 19109 West Catawba Avenue,
2nd Floor,
Cornelius,
NC 
28031

Phone Number (704) 5539553

Joined Financial Engines in 2010. Began his career in the financial services industry in 1995. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Scranton University. Married to Sarah. They have one child: AJ. Austin enjoys golfing, sailing, swimming, cooking, and flag football.

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# 4086791
Series 7, 24, 65, 66

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


Office Location 181 North Main Street,
Suite 208,
Mooresville,
NC 
28115

Phone Number (704) 7998011

About Moretz Wealth Management, LLC

Moretz Wealth Management, LLC has been helping clients achieve their financial goals since 1999. We servie clients in NC, SC, VA, OH, FL, GA and TN. Our goal at Moretz Wealth Management is to protect and grow our clients net worth. We use a unique blend of fixed investments and securities to insure that our clients not only achieve great investment results but also have the assurance that they are protected. We value our client's goals and strive to work with them to achieve those goals, no matter how large or small. We use a holistic approach to working with clients that includes financial and estate planning. Our clients are our number one priority and we value each relationship that we have with those clients. We work for you as your partner to decide what benefits YOU, not us.



Qualifications CRD# 3089483
Series 7, 31, 63, 65

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


Office Location 212 S. Tryon Street,
Suite 1680,
Charlotte,
NC 
28281

Phone Number (877) 7075429

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he has held the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning since 2003 and is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2017, 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is an active member of Verdict Ridge Country Club, the Investments & Wealth Institute and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.




Qualifications CRD# 2818642
FirmCRD# 104510
Series 6, 7, 24, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 11006 Rushmore Drive Suite 175,
Charlotte,
NC 
28277

Phone Number (704) 623-9623

Joined Financial Engines in 2010. Began his career in the financial services industry in 1995. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Scranton University. Married to Sarah. They have one child: AJ. Austin enjoys golfing, sailing, swimming, cooking, and flag football.

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# 3120694
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 717 Green Valey Rd.,
Suite 200,
Greensboro,
NC 
27408

Phone Number (336) 8990773

Joined Financial Engines in 2005. Began his career in the financial services industry in 1998. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Finance from James Madison University. Married to Chrissy. They have three children. Josh enjoys golfing, family, and financial matters.

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).



List of Additional Financial Advisors in or around Cornelius, North Carolina
Aventus Investment Advisors Cornelius, NC
Parker Financial Group Matthews, NC

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