Zachery
West
Financial Engines Advisors L.L.C
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About this Advisor
Zachery West is a financial advisor working in Waukesha, Wisconsin with 1 year of relevant experience. West is currently employed by Financial Engines Advisors L.L.C. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, United States Marine Corps, Midwest Shooting Supply, Student, Integrity Custom Homes, Northwestern Mutual Wealth Management Company, Fisher Investments and Financial Engines Advisors L.L.C. West holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Financial Engines Advisors L.L.C is a registered investment business based in Santa Clara, CA. It has offices in 149 locations and a total of 1,514 financial advisors. It oversees $242 billion in assets under management across its 1,594,707 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 1,594,707 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm offers a wide 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 typically depend on which services are offered. Fee types charged by Financial Engines Advisors L.L.C most likely include some blend 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
Zachery West Work History
Zachery has been registered as a financial advisor for 1 years.*
Financial Engines Advisors L.L.C
Fisher Investments
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Student
Integrity Custom Homes
Midwest Shooting Supply
Student
United States Marine Corps
*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 Zachery West 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
Newton Center, MA
Fairfax, VA
Roseville, CA
Farmington, CT
Colorado Springs, CO
Newton Center, MA
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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