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Qualifications of Financial Advisor in Lake Geneva

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 Lake Geneva, Wisconsin
Financial Advisor Office Location Phone Number
Craig Mottl,
Financial Engines Advisors, LLC
N16W23217 Stone Ridge Dr.,
Waukesha, WI  53188
(262) 717-0022
Brian Jensen,
Financial Engines Advisors, LLC
840 Willow Rd Suite P,
Northbrook, IL  60062
(847) 498-3636
Brian Eckert,
Financial Engines Advisors, LLC
1001 W. Glen Oaks Lane, Suite 225,
Mequon, WI  53092
(262) 717-0022
Dean Hessler,
Financial Engines Advisors, LLC
2501 West Beltline Highway Suite 103,
Madison, WI  53713
(608) 234-5121
Matthew Personette,
Financial Engines Advisors, LLC
3021 Butterfield Road Suite 202,
Hinsdale, IL  60523
(630) 368-1818
Erik Johnson,
Financial Engines Advisors, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200

Information on Qualified Financial Advisors in Lake Geneva

Qualifications CRD# 5018780
FirmCRD# 104510
Series 7, 63, 65

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


Office Location N16W23217 Stone Ridge Dr.,
Suite 100,
Waukesha,
WI 
53188

Phone Number (262) 7170022

Joined Financial Engines in 2012. 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 CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from University of Wisconsin-Whitewater. Married to Tiffany. They have three children. Craig enjoys fishing, hunting, boating, and football.

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# 2123211
FirmCRD# 104510
Series 7, 9, 10, 24, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 840 Willow Rd Suite P,
Northbrook,
IL 
60062

Phone Number (847) 4983636

Joined Financial Engines in 2004. Began his career in the financial services industry in 1991. Successfully completed the Series 7, 9, 10, 24, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Marketing and Management from the University of Wisconsin-LaCrosse. Married to Shawn. They have two children: Cassandra and Harrison. Brian enjoys coaching youth sports, spending time with family, and golfing.

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# 4175089
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1001 W. Glen Oaks Lane, Suite 225,
Mequon,
WI 
53092

Phone Number (262) 7170022

Joined Financial Engines in 2012. Began his career in the financial services industry in 2000. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from the University of Wisconsin - Whitewater. Has three children: Emily, Chase, and Amelia. Brian enjoys running, cooking, traveling, and camping.

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# 2652956
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2501 West Beltline Highway Suite 103,
Madison,
WI 
53713

Phone Number (608) 234-5121

Joined Financial Engines in 2009. Began his career in the financial services industry in 1993. Successfully completed the Series 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER TM (CFP®) certification(s). Master's degree in Business Administration from Iowa State University and Bachelor's degree in Agriculture from University of Wisconsin-Madison. Has 2 grown children.

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# 6067320
FirmCRD# 104510
Series 7, 66

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


Office Location 3021 Butterfield Road Suite 202,
Hinsdale,
IL 
60523

Phone Number (630) 3681818

"Joined Financial Engines in 2015. Began his career in the financial services industry in 2012. 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 Communications from Northern Illinois University. Matthew is married and has four children. He enjoys spending time with his family, healthy eating (most of the time), exercising, and reading."

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# 4756990
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 15625 South LaGrange Road,
Orland Park,
IL 
60462

Phone Number (708) 364-9200

Joined Financial Engines in 2011. Began his career in the financial services industry in 2004. 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 Political Science from Loyola University. Serves as Secretary for the Kiwanis Club of Lombard and is a member of Lombard Chamber of Commerce. Erik enjoys reading, traveling, spending time with friends and family, sports, and collector cars.

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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