wiseradvisor

Financial Advisor in Bryan, Texas

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 Bryan

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 Bryan, Texas
Financial Advisor Office Location Phone Number
Robert Fenno
Edelman Financial Engines, LLC
2202 Timberloch Place Suite 100,
The Woodlands, TX  77380
(832) 813-8223
Ben West
Edelman Financial Engines, LLC
7825 N Hwy 6,
Houston, TX  77095
(281) 890-9600

Information on Qualified Financial Advisors in Bryan

Qualifications CRD# 4947700
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2202 Timberloch Place Suite 100,
The Woodlands,
TX 
77380
Phone Number (832) 8138223

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 2005. 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 Sam Houston State University. Married with two children. Robert enjoys sports, music, and spending time with his family.

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# 5165293
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 7825 N Hwy 6,
Suite 110,
Houston,
TX 
77095
Phone Number (281) 8909600

Joined Financial Engines in 2009. Began his career in the financial services industry in 2006. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Personal Financial Planning from the University of Missouri-Columbia. Hometown is Overland Park, KS.

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.



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SMITH & Wyatt Bryan, TX
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