Maumee, OH Indian Wood Circle Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

2

Of 728 advisors across 322 offices

Location

1645 Indian Wood Circle, Suite 104

Maumee OH 43537

Advisors at this office

2

Advisors at this office

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Donald M

Series 65

Maumee, OH

Edelman Financial Engines

Donald Meeker is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 65 designation and has worked with Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. 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 both discretionary and non-discretionary investment management focused on diversified portfolios, periodic rebalancing, and long-term strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Dylan B

Series 65

Maumee, OH

Edelman Financial Engines

Dylan Barr is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2020. Prior to that, he held roles at Dana Inc., Core Network Fund, Bedford Public Schools, Chick-Fil-A, and the University of Toledo. 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, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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