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Qualifications of Financial Advisor in Pettisville

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Financial Advisors in Pettisville, Ohio
Financial Advisor Office Location Phone Number
Don Meeker,
Financial Engines Advisors, LLC
475 W Dussel Drive,
Maumee, OH  43537
(419) 897-2222
Jeffrey Whitmer,
Financial Engines Advisors, LLC
2890 E. Dupont Road,
Fort Wayne, IN  46825
(260) 459-3939
Amanda Scull,
Financial Engines Advisors, LLC
900 Victors Way,
Ann Arbor, MI  48108
(734) 585-2870
Richard Spears,
Financial Engines Advisors, LLC
39775 Traditions Drive,
Northville, MI  48168
(248) 348-3535

Information on Qualified Financial Advisors in Pettisville

Qualifications CRD# 5079253
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 475 W Dussel Drive,
Maumee,
OH 
43537
Phone Number (419) 8972222

"Joined Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Financial Planning CounselorSM (CRPC®) certification(s). Married to Lisa. They have one child: Zachary. Don enjoys golfing, hiking, glassblowing, and computer programming."

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# 6395912
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 900 Victors Way,
Suite 100,
Ann Arbor,
MI 
48108
Phone Number (734) 5852870

Joined Financial Engines in 2017. Began her career in the financial services industry in 2014. Successfully completed the Series 65 examination(s) administered by FINRA. Attended Western Michigan University studying Finance and Economics and received a Bachelor’s of Business Administration degree. Amanda grew up in Ann Arbor, MI and has a dog Oliver and two cats Dexter and Theo. She enjoys cooking, traveling, and kayaking.

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# 5523795
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional


Office Location 39775 Traditions Drive,
Suite D-800,
Northville,
MI 
48168
Phone Number (248) 3483535

"Joined Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 6 and 63 examination(s) administered by FINRA. Hometown is Clinton Township, MI. Married to Angela and they have two children. They have two children: Samantha and Jake (and another due October 2018). He enjoys spending time with his family, golf, softball and cooking."

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).