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Qualifications of Financial Advisor in Vancouver

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Financial Advisors in Vancouver, Washington
Financial Advisor Office Location Phone Number
David Fennell,
Financial Engines Advisors, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA  98683
(360) 882-4900
Laura Johnson,
Financial Engines Advisors, LLC
10500 SW Greenburg Suite 200,
Portland, OR  97223
(503) 718-6118

Information on Qualified Financial Advisors in Vancouver

Qualifications CRD# 5068948
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Hourly


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA 
98683
Phone Number (360) 8824900

Joined Financial Engines in 2007. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Degree in Information Technology - Security from Western Governors University. Married to Nicki. They have two children: Cailin and Haley. David enjoys sports, hunting, fishing, camping, and spending valuable time with 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# 5699501
FirmCRD# 104510
Series 6, 63, 65

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


Office Location 10500 SW Greenburg Suite 200,
Portland,
OR 
97223
Phone Number (503) 7186118

Joined Financial Engines in 2014. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Bachelor of Science in Psychology from Portland State University and Masters in Business Administration from University of Phoenix. Married to Aaron. They have four children: Bryce, Connor, Aidan, and Sydney. Laura has a husky lab mix named Daisy and she enjoys hiking, camping, traveling, reading and exploring new places.

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).



List of Additional Financial Advisors in or around Vancouver, Washington
Allen Capital Management, LLC Portland, OR
Crown Capital Securities Portland, OR
Kevin R. Minkoff, CPA, LLC Portland, OR
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