Roger
Baranovic
Edelman Financial Engines
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About this Advisor
Roger Baranovic is a financial advisor based in Beachwood, Ohio, working with Edelman Financial Engines. Roger has previously held positions at Financial Engines Advisors L.L.C, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc, and Charles Schwab Bank. Roger has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Roger is part of Edelman Financial Engines, which operates out of Beachwood, Ohio. 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
Roger Baranovic Work History
Financial Engines Advisors L.L.C
J.P. Morgan Securities LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Roger Baranovic 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 Edelman Financial Engines
Phoenix, AZ
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Los Angeles, CA
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Spokane Valley, WA
Columbus, OH
Fort Worth, TX
Clifton Park, NY
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