Minnetonka, MN Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

4

Of 728 advisors across 322 offices

Location

10900 Wayzata Blvd, Suite 240

Minnetonka MN 55305

Advisors at this office

4

Advisors at this office

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Alex R

Series 66

Minnetonka, MN

Edelman Financial Engines

Alex Reader is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. 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 serves a large participant base through both 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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Jonathan H

Series 63, Series 66

Minnetonka, MN

Edelman Financial Engines

Jonathan Hemmesch is a financial advisor with Edelman Financial Engines in Minnetonka, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameriprise, Fidelity Brokerage Services LLC, and BerganKDV 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.

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

Series 65

Minnetonka, MN

Edelman Financial Engines

Edward Kraus Sanders is a financial advisor at Edelman Financial Engines with 10 years of industry experience and holds a Series 65 designation. He has worked at Edelman Financial Engines and its predecessor entities since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and non-discretionary online advice.

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

CFP®, Series 63, Series 66

Minnetonka, MN

Edelman Financial Engines

Peter Fleming II is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Financial Engines Advisors L.L.C., Associated Investment Services, Inc., and VALIC Financial Advisors. Outside of finance, he was involved with James Fox Artist Management LLC for over a decade. 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, offering a range of discretionary and non-discretionary advisory programs to a large client base.

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