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Qualifications of Financial Advisor in New Bremen

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Financial Advisors in New Bremen, Ohio
Financial Advisor Office Location Phone Number
Justin Kattau,
Financial Engines Advisors, LLC
10100 Innovation Drive,
Dayton, OH  45342
(937) 431-1925
Jeffrey Whitmer,
Financial Engines Advisors, LLC
2890 E. Dupont Road,
Fort Wayne, IN  46825
(260) 459-3939
Riley Larimore,
Financial Engines Advisors, LLC
5080 Tuttle Crossing Blvd,
Dublin, OH  43016
(614) 717-0707

Information on Qualified Financial Advisors in New Bremen

Qualifications CRD# 5425237
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 10100 Innovation Drive,
Suite 160,
Dayton,
OH 
45342
Phone Number (937) 4311925

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration from Morehead State University. Lifelong resident of the great state of Ohio! Justin enjoys golfing, going to sporting events, and spending time with his family.

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# 2927446
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2890 E. Dupont Road,
Fort Wayne,
IN 
46825
Phone Number (260) 4593939

Joined Financial Engines in 2003. Began his career in the financial services industry in 1997. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Mathematics from Purdue University. Lifelong resident of Fort Wayne. Married to Mindy. They have three children: Cameron, Chloe, and Carson.

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# 5521279
FirmCRD# 104510
Series 65

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


Office Location 5080 Tuttle Crossing Blvd,
Suite 350,
Dublin,
OH 
43016
Phone Number (614) 7170707

Joined Financial Engines in 2008. Began his career in the financial services industry in 2008. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®), and Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Risk Management from Ball State University. Hometown is Merrillville, IN. Riley enjoys pending time with friends and family, running, swimming, and cycling.

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).