Thomas
Dunker
Financial Engines Advisors L.L.C
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Dunker is a financial advisor based in Salt Lake City, Utah with a total of 7 years of relevant experience. Dunker currently works for Financial Engines Advisors L.L.C. Their career trajectory has included roles at Td Waterhouse Investor Services, Inc, West Greene Gulch LLC, Tmfs Advisors, LLC, The Mutual Fund Store, LLC and Financial Engines Advisors L.L.C. Dunker holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Utah. Financial Engines Advisors L.L.C is a financial advisory company headquartered in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 employees. It handles $242 billion in total assets across its 1,594,707 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 54 charitable organizations. Of its 1,594,707 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a diverse array of services, such as 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Financial Engines Advisors L.L.C may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Thomas Dunker Work History
Thomas has been registered as a financial advisor for 7 years.*
Financial Engines Advisors L.L.C
West Greene Gulch LLC
Financial Engines Advisors L.L.C
Tmfs Advisors, LLC
The Mutual Fund Store, LLC
Td Waterhouse Investor Services, 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 Thomas Dunker 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
Saint Louis, MO
Phoenix, AZ
Phoenix, AZ
Roseville, CA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Virginia Beach, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
