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Qualifications of Financial Advisor in Conneaut Lake

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Financial Advisors in Conneaut Lake, Pennsylvania
Financial Advisor Office Location Phone Number
Doug Corp,
Financial Engines Advisors, LLC
1449 Boardman-Canfield Rd Suite 170,
Youngstown, OH  44512
(330) 726-3100
Ryan Sullivan,
Financial Engines Advisors, LLC
6327 Wilson Mills Road,
Highland Heights, OH  44143
(440) 919-2000
Kris Nuttall,
Financial Engines Advisors, LLC
Pittsburgh I - Wexford,
Sewickley, PA  15143
(724) 779-7795

Information on Qualified Financial Advisors in Conneaut Lake

Qualifications CRD# 5739556
FirmCRD# 104510
Series 7, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1449 Boardman-Canfield Rd Suite 170,
Youngstown,
OH 
44512
Phone Number (330) 7263100

Joined Financial Engines in 2014. Began his career in the financial services industry in 2009. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Business Administration and Bachelor's degree in Finance from Kent State University. Married to Ashley. They have three children: Matthew, Mason and Mila.

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# 4527972
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 6327 Wilson Mills Road,
Highland Heights,
OH 
44143
Phone Number (440) 9192000

Joined Financial Engines in 2016. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Flagler College. Married to Chrissy. They have two children: Ryan and Kimmy. Ryan enjoys traveling, fishing, hiking, and swimming 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# 3239539
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location Pittsburgh I - Wexford,
1605 Carmody Court Suite 100,
Sewickley,
PA 
15143
Phone Number (724) 7797795

Joined Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Finance from Penn State University. Hometown is Pittsburgh, PA. Kris enjoys golfing, marathon running, and is season ticket holder for the Pittsburgh Penguins.

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).



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