wiseradvisor

Financial Advisor in Crossville, Tennessee

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Crossville

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Crossville, Tennessee
Financial Advisor Office Location Phone Number
Brett Stephens
Edelman Financial Engines, LLC
150 Lovell Road Suite 104,
Knoxville, TN  37934
(865) 671-4900
Jonathan Bednar
Paradigm Wealth Partners
2099 Thunderhead Rd,
Knoxville, TN  37922
(865) 251-0808
Scott Buell
Edelman Financial Engines, LLC
201 E. Main St. Ste. 405,
Murfreesboro, TN  37130
(615) 778-3264

Information on Qualified Financial Advisors in Crossville

Qualifications CRD# 5108192
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 150 Lovell Road Suite 104,
Knoxville,
TN 
37934
Phone Number (865) 6714900

Joined Edelman Financial Engines in 2008. Began his career in the financial services industry in 2006. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Mutual Fund CounselorSM (CMFC®) certification(s) and the Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Communications from University of South Carolina. Brett enjoys golfing and mountain biking.

About Edelman Financial Engines, LLC

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.



Qualifications CRD# 5692419
FirmCRD# 6413
Series 7, 63, 66


Office Location 2099 Thunderhead Rd,
Suite #203,
Knoxville,
TN 
37922
Phone Number (865) 2510808

Jonathan P. Bednar, II was born in Jonesboro, Arkansas and grew up in Little Rock. He graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. Jonathan joined Paradigm Wealth Partners in January 2010, partnering with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions using financial planning as a means to solve their investment and retirement decisions In August 2014, Jonathan married his wife Rebecca (Becky) Bednar, who is a commercial banker with Pinnacle Bank. In March of 2017 they welcomed their first child, Catherine (Cate) Elizabeth Bednar, into their family. Cate is referred to the Paradigm Princess around the office.

About Paradigm Wealth Partners

Paradigm Wealth Partners is a Registered Investment Advisor firm offering fiduciary financial advice and comprehensive financial planning. We specialize in Retirement Planning, Maximizing Social Security Benefits, and Investment Management. Jonathan P. Bednar, II, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional and provides services that focus on cash flow planning, helping our clients make disciplined and informed financial decisions.



Qualifications CRD# 2366895
FirmCRD# 104510
Series 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 201 E. Main St. Ste. 405,
Murfreesboro,
TN 
37130
Phone Number (615) 7783264

Joined Edelman Financial Engines in 2003. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®), Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Asset Management SpecialistSM (AAMS®) certification(s). Bachelor's degree in Finance and Economics from Southwest Baptist University.

About Edelman Financial Engines, LLC

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.



List of Additional Financial Advisors in or around Crossville, Tennessee
Cambridge Investment Research, Inc. Crossville, TN
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