Matthew
Hickes

Edelman Financial Engines

CRD#5128332
Investment Advisor
in Villa Park, IL

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About this Advisor

Matthew Hickes is a financial advisor based in Villa Park, Illinois, working with Edelman Financial Engines. Matthew has previously held positions at Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois, Texas, and Virginia. Currently, Matthew is part of Edelman Financial Engines, which operates out of Villa Park, Illinois. 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

Series 65, Series 63

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

1 Tower Lane Suite 1950
Villa Park, IL 60181

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Edelman Financial Engines Brokerage Details

Total Assets Under Management

$270,770,414,647

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

1,578

IL Average: 43
Total Number of Accounts

1,561,555

IL Average: 3,727
Average Account Size

$173,398

IL 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

Matthew Hickes Work History

2021 - Present (3 years)

Financial Engines Advisors L.L.C

2018 - 2021 (3 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2013 - 2016 (3 years)

Sanders Morris Harris Inc

2013 - 2018 (5 years)

Edelman Financial Services LLC

Disclosures

Please visit the SEC profile of Matthew Hickes 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

Laurel Hostetler
Columbus, OH
Don Norris
Lynnwood, WA
Nicholas Lee
Los Angeles, CA
Daniela Villegas
Seal Beach, CA
Cameron Fyhrie
Spokane Valley, WA
Janet Bellezza
Tafton, PA
Brett Coons
Fort Worth, TX
Kenneth Parow
Clifton Park, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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