Eric
Wasson
Financial Engines Advisors L.L.C
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About this Advisor
Eric Wasson is a financial advisor working in Indianapolis, Indiana with a total of 7 years of industry experience. Wasson works at Financial Engines Advisors L.L.C. Their career trajectory has included roles at Hefty Wealth Partners, Inc, Lpl Financial LLC, Tmfs Advisors, LLC, The Mutual Fund Store-Indiana, LLC and Financial Engines Advisors L.L.C. Wasson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Financial Engines Advisors L.L.C is an advisory business operating out of Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 financial advisors. It administers $242 billion in assets between its 1,594,707 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 54 charities and foundations. Of its 1,594,707 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Financial Engines Advisors L.L.C performs 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. Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Financial Engines Advisors L.L.C can 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
$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
Eric Wasson Work History
Eric has been registered as a financial advisor for 7 years.*
Financial Engines Advisors L.L.C
Tmfs Advisors, LLC
The Mutual Fund Store-Indiana, LLC
Tmfs Advisors, LLC
Hefty Wealth Partners, Inc
Lpl Financial 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 Eric Wasson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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