Debra
Burns-Kokonowski
Edelman Financial Engines
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About this Advisor
Debra Burns-Kokonowski is a financial advisor based in Quincy, Massachusetts, working with Edelman Financial Engines. Debra has previously held positions at Investacorp Inc, Lpl Financial LLC, Webster Bank, Mcguire Financial Services, Inc, Summit Financial Partners, Vertex Retirement Partners LLC, Prw Wealth Management LLC, Lion Street Financial, LLC, and Financial Engines Advisors L.L.C. Debra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Debra is part of Edelman Financial Engines, which operates out of Quincy, Massachusetts. 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
Debra Burns-Kokonowski Work History
Financial Engines Advisors L.L.C
Prw Wealth Management LLC
Lion Street Financial, LLC
Vertex Retirement Partners LLC
Summit Financial Partners
Mcguire Financial Services, Inc
Lpl Financial LLC
Webster Bank
Investacorp Inc
Disclosures
Please visit the SEC profile of Debra Burns-Kokonowski 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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