William
Logan
Financial Engines Advisors L.L.C
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About this Advisor
William Logan is a financial advisor based in Denver, Colorado with 5 years of relevant experience. Logan works at Financial Engines Advisors L.L.C. During their career, the advisor has held roles at Fisher Investments, Independent Contractor, Hillsdale Caller, Alliance Payment Solutions, Hillsdale College, Lansing Community College, Charles Koch Institute and Financial Engines Advisors L.L.C. Logan maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Arizona, Colorado and Texas. Financial Engines Advisors L.L.C is a financial advisory firm operating out of Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 people on staff. It oversees $242 billion in assets under management across its 1,594,707 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 54 charities and foundations. Of its 1,594,707 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number of services, including 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 vary depending on which services are offered. Fee types billed by Financial Engines Advisors L.L.C most likely consist 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
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$241,970,176,743
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,514
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,594,707
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$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
William Logan Work History
William has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Financial Engines Advisors L.L.C
Financial Engines Advisors L.L.C
Fisher Investments
Hillsdale Caller
Charles Koch Institute
Hillsdale College
Alliance Payment Solutions
Lansing Community College
Independent Contractor
*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 William Logan 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
Alexandria, VA
Phoenix, AZ
Roseville, CA
Saint Louis, MO
Farmington, CT
Newton Center, MA
Fairfax, VA
Whitman, MA
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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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.
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