Edward
Bails
Enlightened Finance LLC
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About this Advisor
Edward Bails is a financial advisor based in Elkhart, Indiana, working with Enlightened Finance LLC. Edward has previously held positions at Lpl Financial, LLC, U.S. Financial Advisors, LLC, Private Advisor Group, LLC, Enlighten Finance LLC, Ae Wealth Management, Securities America, Inc, Arbor Point Advisors, Ae Wealth Management, LLC, and Fortified Wealth. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Edward is part of Enlightened Finance LLC, which operates out of Elkhart, Indiana. The firm has 4 offices and 6 employees. The firm manages assets totaling $116.3 million 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, and pension consulting services. The fee structure at Enlightened Finance LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Enlightened Finance LLC Brokerage Details
$116,347,246
6
358
$324,992
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Edward Bails Work History
Enlighten Finance LLC
Fortified Wealth
Ae Wealth Management
Ae Wealth Management, LLC
Securities America, Inc
Arbor Point Advisors
Private Advisor Group, LLC
Lpl Financial, LLC
U.S. Financial Advisors, LLC
Disclosures
Please visit the SEC profile of Edward Bails 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 Enlightened Finance LLC
Elkhart, IN
Largo, FL
San Antonio, TX
Rochester, MI
Morgan Hill, CA
San Antonio, TX
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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