Kristie
Gheysens

Financial Engines Advisors L.L.C

CRD#4578636
Investment Advisor
in Clinton Township, MI

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About this Advisor

Kristie Gheysens is a financial advisor based out of Clinton Township, Michigan who has 7 years of relevant experience. Gheysens currently works for Financial Engines Advisors L.L.C. Throughout their career, they have worked at Massmutual Life Insurance Company, Mml Investor Services Inc, Planning Alternatives LTD, Financial Engines Advisor Center, LLC and Financial Engines Advisors L.L.C. Gheysens maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Michigan and Texas. Financial Engines Advisors L.L.C is a registered investment business that has its headquarters in Santa Clara, CA. It has offices in 149 locations and a total of 1,514 financial advisors. It oversees $242 billion in total assets across its 1,594,707 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 54 charities and foundations. Of its 1,594,707 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. The business provides a broad assortment 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. Fees charged by financial advisors largely depend on the financial services offered. However, fees billed by Financial Engines Advisors L.L.C may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

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

39425 Garfield Rd Suite 25
Clinton Township, MI 48038

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

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

1,514

MI Average: 43
Total Number of Accounts

1,594,707

MI Average: 3,727
Average Account Size

$151,733

MI 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

Kristie Gheysens Work History

Kristie has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Financial Engines Advisors L.L.C

2016 - 2016 (< 1 year)

Financial Engines Advisor Center, LLC

2014 - 2016 (2 years)

Planning Alternatives LTD

2010 - 2014 (4 years)

Massmutual Life Insurance Company

2010 - 2014 (4 years)

Mml 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 Kristie Gheysens 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

Edmund Callahan
Farmington, CT
Nicholas Chavez
Phoenix, AZ
Rachel Gilmore
Saint Louis, MO
Jillian Green
Alexandria, VA
Steven Murray
Whitman, MA
Fahima Shaw
Fairfax, VA
William Mcelroy
Phoenix, AZ
Samuel Lindemann
Roseville, CA

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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