Featured Business Financial Advisor in Westminster, CO
Westminster Financial Advisors
Financial Engines Advisors, LLC
1885 W. 120th Avenue, Suite 800
Westminster, CO 80234
(303) 280-0626
Advisor Profile
Claire  Mork
Name:  Claire Mork
Phone Number:  (303) 280-0626
Website:  Visit Website
Disclosure Link:
https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957." target="_blank">WiserAdvisor is a solicitor ... Compliance

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
 

General Information

CRD#:    5047897
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    CO
States Willing to do Business in:   
Years of Experience in Financial Services:    8
Number of Years with Current Firm:    6
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Fund Specialist (CFS)
Securities Licenses:    Series 65, Series 63, Series 6
 

Firm Information

Firm's Number of Clients:    9,480,515
Firm's Number of Managed Clients:    70
Assets Managed by Firm:    $134,400,000,000
Assets Managed by Advisor:    $5,139,145.32
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Claire Mork