Susan
Brown
Edelman Financial Engines
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About this Advisor
Susan Brown is a financial advisor based in Phoenix, Arizona, working with Edelman Financial Engines. Susan has previously held positions at The Vanguard Group, Inc and Financial Engines Advisors L.L.C. Susan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Susan is part of Edelman Financial Engines, which operates out of Phoenix, Arizona. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
Susan Brown Work History
Financial Engines Advisors L.L.C
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Susan Brown 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 Edelman Financial Engines
Phoenix, AZ
Tafton, PA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Columbus, OH
Fort Worth, TX
Clifton Park, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
