Rakesh
Ravani

Financial Engines Advisors L.L.C

CRD#5405842
Investment Advisor
in Mokena, IL

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About this Advisor

Rakesh Ravani is a financial advisor working out of Mokena, Illinois, who has 3 years of industry experience. Ravani is currently employed by Financial Engines Advisors L.L.C. During their career, Ravani has held roles at Bright Trading LLC, Morgan Stanley, Rakesh Ravani-Self Employed, Financial Engines Advisors L.L.C, E*Trade Capital Management LLC and E*Trade Securities LLC. Ravani has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Texas. Financial Engines Advisors L.L.C is a financial advisory firm that has its headquarters in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 advisors. It administers $242 billion in assets among its 1,594,707 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 54 charities and foundations. Of its 1,594,707 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. Financial Engines Advisors L.L.C has a wide assortment 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. Financial management fee schedules typically are based on the type of services offered. Fee types billed by Financial Engines Advisors L.L.C can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

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

18927 Hickory Creek Drive Suite 310
Mokena, IL 60448

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

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

1,514

IL Average: 43
Total Number of Accounts

1,594,707

IL Average: 3,727
Average Account Size

$151,733

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

Rakesh Ravani Work History

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

2022 - Present (2 years)

Financial Engines Advisors L.L.C

2020 - 2022 (2 years)

Financial Engines Advisors L.L.C

2018 - 2020 (2 years)

E*Trade Capital Management LLC

2018 - 2020 (2 years)

E*Trade Securities LLC

2017 - 2018 (1 year)

Morgan Stanley

2015 - 2017 (2 years)

Rakesh Ravani-Self Employed

2010 - 2015 (5 years)

Bright Trading LLC

*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 Rakesh Ravani 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

Dylan Wilkinson
Overland Park, KS
Darcey Keller
Indianapolis, IN
Clayton Ernst
Colorado Springs, CO
Scott Morrello
Fairfax, VA
Nicholas Luitgaarden
Phoenix, AZ
Kylee Gibson
Louisville, KY
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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