Darrin
Wolff

Financial Engines Advisors L.L.C

CRD#2401672
Investment Advisor
in Overland Park, KS

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About this Advisor

Darrin Wolff is a financial advisor operating in Overland Park, Kansas with a total of 1 year of relevant experience. Wolff is on the advisory team at Financial Engines Advisors L.L.C. Wolff has gained experience at Financial Engines Advisors L.L.C and Aspen Wealth Management, Inc. Wolff has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Kansas and Texas. Financial Engines Advisors L.L.C is a firm that has its headquarters in Santa Clara, CA. It has offices in 149 locations and a total of 1,514 advisors. It has $242 billion in total assets across its 1,594,707 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 1,594,707 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. 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. Fees charged by financial advisors largely are based on the financial services offered. Fee types billed by Financial Engines Advisors L.L.C most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

10950 Grandview Dr Suite 600
Overland Park, KS 66210

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

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

1,514

KS Average: 43
Total Number of Accounts

1,594,707

KS Average: 3,727
Average Account Size

$151,733

KS 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

Darrin Wolff Work History

Darrin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Financial Engines Advisors L.L.C

2009 - Present (15 years)

Aspen Wealth Management, Inc

*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 Darrin Wolff 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

Gabriel Goodhope
Newton Center, MA
Stephen Sassi
Staten Island, NY
Nicholas Chavez
Phoenix, AZ
Joseph Bergen
Virginia Beach, VA
David Balestriere
Belle Glade, FL
Anthony Badillo
Fairfax, VA
Steven Murray
Whitman, MA
William Mcelroy
Phoenix, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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