Justin
Boxleiter
Edelman Financial Engines
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About this Advisor
Justin Boxleiter is a financial advisor based in Dubuque, Iowa, working with Edelman Financial Engines. Justin has previously held positions at Prudential Insurance Company Of America, Prudential Investment Management Services LLC, Dubuque Bank And Trust, Lpl Financial, Rockfarm Supply Chain Solutions, Gwfs Equities, Inc, and Financial Engines Advisors L.L.C. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Justin is part of Edelman Financial Engines, which operates out of Dubuque, Iowa. 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
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
Justin Boxleiter Work History
Financial Engines Advisors L.L.C
Gwfs Equities, Inc
Prudential Investment Management Services LLC
Rockfarm Supply Chain Solutions
Prudential Insurance Company Of America
Dubuque Bank And Trust
Lpl Financial
Prudential Investment Management Services LLC
Prudential Insurance Company Of America
Disclosures
Please visit the SEC profile of Justin Boxleiter 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
Tafton, PA
Federal Way, WA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Lynnwood, WA
Fort Worth, TX
Clifton Park, NY
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