Financial Engines Advisor Center, LLC (Overland Park)

Name: Financial Engines Advisor Center, LLC
Address: 10950 Grandview Drive, Overland Park, KS, 66210
Telephone: 913-319-8100

Financial Engines Advisor Center, LLC is a large advisory firm based in Overland Park. It manages $8.14 billion of regulatory assets for 69,645 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Illinois, Kansas, Missouri, and New York.

Financial Engines Advisor Center provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and general consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Engines Advisor Center: assets under management

The assets under management (AUM) of Financial Engines Advisor Center, LLC is $8.14 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.14 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.84 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Engines Advisor Center, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Engines Advisor Center, LLC

John Bradley Bunch has been acting as President since 1 Feb 2016. Inc. Mayberry Holdco Ii joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tmfs Holdings	Sole member	1 Feb 2006	75% - 100%	43-1899520
Clifford Merril Brandt	Chief compliance officer	1 Oct 2006	Other	1902051
Edward Richard Bloomberg	Chief operating officer	1 Sep 2012	Other	4731417
Raffaele Sadun	Chief financial officer	1 Sep 2014	Other	6417007
John Bradley Bunch	President	1 Feb 2016	Other	1908764

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kansas City 727 Acquisition Llc	Member	1 Sep 2011	75% - 100%	45-3338790
Inc. Mayberry Holdco Ii	Member	1 Feb 2016	75% - 100%	81-1203355
Inc. Mayberry Holdco I	Shareholder	1 Feb 2016	75% - 100%	81-1187274
Llc Mayberry Acquisition Sub I	Shareholder	1 Feb 2016	75% - 100%	81-1219216
Inc. Financial Engines	Member	1 Feb 2016	75% - 100%	94-3250323

Based in Overland Park

The principal office where Financial Engines Advisor Center, LLC performs its advisory services is located at 10950 Grandview Drive, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Chesterfield, MO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-319-8100 or by fax 913-319-8181. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at financialengines.com/.