Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
7 years
Location
Kelso, WA
Edelman Financial Engines
Institution
Daniel Alexander Jr. is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds a Series 65 designation and has previously worked at US Bank and Stangier Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.
Based on Edelman Financial Engines
Based on Edelman Financial Engines
Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.
$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable
Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.
Online Advice fees up to $300 per year, payable in advance by credit card.
Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.
Kelso, WA
Kelso WA
Advisors at this office
1
Texas · Washington
7 years of industry experience
Financial Engines Advisors L.L.C.
2022 - Present • 4 years
Santa Clara, CA
US Bank
2020 - 2022 • 2 years
Portland, OR
NOT EMPLOYED
2019 - 2020 • 1 year
Portland, OR
Stangier Wealth Management
2015 - 2019 • 4 years
Portland, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Longview, WA
Bryant Wealth Management, Inc.
John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.
CFP®, ChFC®, Series 63, Series 65
Longview, WA
Retirement Strategies
Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Robert Nash is a financial advisor with Continental Investors Services, Inc. in Dallas, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at B. Riley Wealth Management and Hilltop SECURITIES, INC. His career spans over two decades at major firms prior to joining Continental in 2020. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with broker-dealer and insurance sales activities, operating through a team of licensed representatives.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Betty Trembley is a financial advisor at Continental Investors Services, Inc. She holds Series 63 and Series 65 licenses and has 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services is an SEC-registered investment adviser managing approximately $197 million for about 600 individual clients, primarily non–high-net-worth households. The firm provides portfolio management and investment advisory services alongside brokerage and insurance products.
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