Financial Engines Advisors L.L.C

Investment Advisor
in Miamisburg, OH

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About this Advisor

David Bailey is a financial advisor who works in Miamisburg, Ohio who has 1 year of relevant experience. Bailey is an advisor for Financial Engines Advisors L.L.C. The advisor has gained experience at Pnc Bank, Pnc Investments, Scottrade, Fifth Third, Fifth Third Securities, Lpl Financial LLC, Cuso Financial Services, Lp, Cinfed Federal Credit Union, Financial Engines Advisors L.L.C and Telhio Credit Union. Bailey holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Financial Engines Advisors L.L.C is a business based in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 advisors. It has $242 billion in total assets between its 1,594,707 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 54 charities and foundations. Of its 1,594,707 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. Financial Engines Advisors L.L.C provides a diverse set 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 usually vary depending on which service is provided. Fees charged by Financial Engines Advisors L.L.C can include 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

10100 Innovation Drive Suite 160
Miamisburg, OH 45342

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management


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


OH Average: 43
Total Number of Accounts


OH Average: 3,727
Average Account Size


OH 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

David Bailey Work History

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

2022 - Present (1 year)

Financial Engines Advisors L.L.C

2021 - 2022 (1 year)

Cuso Financial Services, Lp

2021 - 2022 (1 year)

Cinfed Federal Credit Union

2020 - 2021 (1 year)

Lpl Financial LLC

2020 - 2021 (1 year)

Telhio Credit Union

2018 - 2020 (2 years)

Fifth Third

2018 - 2020 (2 years)

Fifth Third Securities

2014 - 2018 (4 years)


2012 - 2014 (2 years)

Pnc Bank

2012 - 2014 (2 years)

Pnc Investments

*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.


Please visit the SEC profile of David Bailey 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

Samuel Lindemann
Roseville, CA
Clayton Ernst
Colorado Springs, CO
Steven Murray
Whitman, MA
William Mcelroy
Phoenix, AZ
Jillian Green
Alexandria, VA
Edmund Callahan
Farmington, CT
Anthony Badillo
Fairfax, VA
Joseph Bergen
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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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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