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Zackary B
Series 65
Indianapolis, IN
Edelman Financial Engines
Zackary Bell is a financial advisor at Edelman Financial Engines in Indianapolis, IN, holding a Series 65 credential with less than one year of industry experience. His prior work experience includes roles at Harvest Investment Services and positions outside finance in retail and education. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term orientation.
Darcey K
CFP®, Series 65
Indianapolis, IN
Edelman Financial Engines
Darcey Keller is a CFP® with four years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Indianapolis, IN. Keller’s prior experience includes seven years with Financial Engines Advisors L.L.C. and three years at OneAmerica. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with an emphasis on long-term orientation and periodic rebalancing.
Andrew S
CFP®, Series 65
Indianapolis, IN
Edelman Financial Engines
Andrew Smith is a CFP®-designated financial advisor with 24 years of industry experience, currently with Edelman Financial Engines in Indianapolis, IN. His prior roles include positions at The Mutual Fund Store and multiple Financial Engines entities dating back to 2002. He serves as a board member and executive committee member of the Better Business Bureau of Central Indiana. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary, committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary advice across a broad range of account types.
Eric W
Series 63, Series 65
Indianapolis, IN
Edelman Financial Engines
Eric Wasson is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Financial Engines Advisors L.L.C., The Mutual Fund Store, Hefty Wealth Partners, LPL Financial, and TD Ameritrade. Wasson is based in Indianapolis, IN. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios, long-term orientation, and fiduciary standards under ERISA.
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