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Bryan M
Series 63, Series 65
Northville, MI
Edelman Financial Engines
Bryan Moreen is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2009. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.
Amanda S
Series 65
Northville, MI
Edelman Financial Engines
Amanda Scull is a Series 65-registered financial advisor with Edelman Financial Engines, based in Brentwood, TN. She has nine years of industry experience, including two years at Plante Moran Financial Advisors before joining Edelman Financial Engines in 2017. Edelman Financial Engines provides technology-enabled investment advisory services across workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and educational resources.
Matthew W
Series 65, Series 63
Northville, MI
Edelman Financial Engines
Matthew Woryn is a financial advisor with Edelman Financial Engines in Northville, MI, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously held roles at Financial Engines Advisor Center, The Mutual Fund Store, and Cuna Brokerage Services, Inc. Edelman Financial Engines delivers 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 both discretionary and non-discretionary advice, and manages approximately $326 billion across diverse account types.
Joseph L
Series 63, Series 65, Series 66
Northville, MI
Edelman Financial Engines
Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. 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 proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.
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