Joseph
Lunn
Financial Engines Advisors L.L.C
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About this Advisor
Joseph Lunn is a financial advisor based out of Northville, Michigan who has 6 years of industry experience. Lunn is on the advisory team at Financial Engines Advisors L.L.C. Lunn has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Joseph Lunn Agency, Bank Of America, N.A, Minnesota Life Insurance Company, Securian Financial Services Inc, Securian Financial Advisor Of The Great Lakes and Financial Engines Advisors L.L.C. Lunn maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Financial Engines Advisors L.L.C is an advisory business that has its headquarters in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 people on staff. It oversees $242 billion in total assets between its 1,594,707 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm provides a diverse assortment 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types billed by Financial Engines Advisors L.L.C can be comprised 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
Joseph Lunn Work History
Joseph has been registered as a financial advisor for 6 years.*
Financial Engines Advisors L.L.C
Minnesota Life Insurance Company
Securian Financial Services Inc
Securian Financial Advisor Of The Great Lakes
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Joseph Lunn Agency
*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 Joseph Lunn 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
Farmington, CT
Colorado Springs, CO
Roseville, CA
Alexandria, VA
Newton Center, MA
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.
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