Scott
Szymula
Financial Engines Advisors L.L.C
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About this Advisor
Scott Szymula is a financial advisor who works out of O Fallon, Illinois with 7 years of industry experience. Szymula currently works for Financial Engines Advisors L.L.C. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC, Lpl Financial LLC, Severin Investments LLC, Tmfs Advisors, LLC and Financial Engines Advisors L.L.C. Szymula holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and Texas. Financial Engines Advisors L.L.C is a company based in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 advisors. It has $242 billion in assets under management across its 1,594,707 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 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 investable assets. The firm performs a broad set 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 advisory fee schedules typically are based on the financial services. Fee types billed by Financial Engines Advisors L.L.C can include some blend 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
Scott Szymula Work History
Scott has been registered as a financial advisor for 7 years.*
Financial Engines Advisors L.L.C
Tmfs Advisors, LLC
Lpl Financial LLC
Severin Investments LLC
Wells Fargo Advisors Financial Network 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 Scott Szymula 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
Overland Park, KS
Short Hills, NJ
Saint Louis, MO
Fairfax, VA
Phoenix, AZ
Fort Worth Texas, TX
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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