Yvonne
Beaudreau
Financial Engines Advisors L.L.C
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About this Advisor
Yvonne Beaudreau is a financial advisor working out of Phoenix, Arizona with 5 years of relevant experience. Beaudreau is on the advisory team at Financial Engines Advisors L.L.C. The advisor has gained experience at American Physicians And Friends For Medicine In Israel, Freedom Trail Financial, Watermark Wealth Strategies and Financial Engines Advisors L.L.C. Beaudreau maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Rhode Island and Texas. Financial Engines Advisors L.L.C is a financial advisory firm based in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 people on staff. It oversees $242 billion in total assets among its 1,594,707 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 1,594,707 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Financial Engines Advisors L.L.C performs a diverse range 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 for financial advice typically depend on which services the firm provides the client. However, fees billed by Financial Engines Advisors L.L.C can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
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
Yvonne Beaudreau Work History
Yvonne has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Watermark Wealth Strategies
Financial Engines Advisors L.L.C
Freedom Trail Financial
Freedom Trail Financial
American Physicians And Friends For Medicine In Israel
*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 Yvonne Beaudreau 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
Newton Center, MA
Overland Park, KS
Colorado Springs, CO
Phoenix, AZ
Fairfax, VA
Phoenix, AZ
Virginia Beach, VA
Fairfax, 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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