Nicholas
Luitgaarden

Financial Engines Advisors L.L.C

CRD#6974800
Investment Advisor
in Phoenix, AZ

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About this Advisor

Nicholas Luitgaarden is a financial advisor operating in Phoenix, Arizona with a total of 3 years of industry experience. Luitgaarden works at Financial Engines Advisors L.L.C. Throughout their career, Luitgaarden has worked at The Vanguard Group, Inc, Grand Canyon University, Yard House Restaurant, Murphy'S Builders, Zeek'S Pizza, Del Taco, Cim Group, Cco Capital, LLC and Financial Engines Advisors, L.L.C. Luitgaarden has Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Arizona and Texas. Financial Engines Advisors L.L.C is an advisory business operating out of Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 advisors. It oversees $242 billion in assets under management among its 1,594,707 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 54 charities and foundations. Of its 1,594,707 accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. The company provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Financial Engines Advisors L.L.C likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

4742 N 24Th St Suite 270
Phoenix, AZ 85016

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

AZ Average: $7,578,581,321
Total Number of Employees

1,514

AZ Average: 43
Total Number of Accounts

1,594,707

AZ Average: 3,727
Average Account Size

$151,733

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nicholas Luitgaarden Work History

Nicholas has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Financial Engines Advisors, L.L.C

2020 - 2020 (< 1 year)

Cim Group

2020 - 2020 (< 1 year)

Cco Capital, LLC

2018 - 2020 (2 years)

The Vanguard Group, Inc

2016 - 2018 (2 years)

Yard House Restaurant

2015 - 2015 (< 1 year)

Grand Canyon University

2015 - 2015 (< 1 year)

Murphy'S Builders

2014 - 2018 (4 years)

Grand Canyon University

2014 - 2014 (< 1 year)

Zeek'S Pizza

2013 - 2014 (1 year)

Del Taco

2013 - 2013 (< 1 year)

Zeek'S Pizza

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Luitgaarden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Engines Advisors L.L.C

Samuel Lindemann
Roseville, CA
Noah French
Newton Center, MA
Steven Murray
Whitman, MA
William Mcelroy
Phoenix, AZ
Rachel Gilmore
Saint Louis, MO
Edmund Callahan
Farmington, CT
Anthony Badillo
Fairfax, VA
Joseph Bergen
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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