Robert W. Baird & Co.
47yrs
Top advisor by experience in Minnetonka
18yrs
Based in Minnetonka, Minnesota, Alex Reader is a fiduciary financial advisor with 18 years of industry experience. Alex joined Edelman Financial Engines in 2017, after four years at TD Ameritrade and four years at TD Ameritrade Investment Management. Edelman Financial Engines offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 56% of advisors in Minnetonka
Office10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?2 states
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdelman Financial EnginesCurrent firm
- 2012 – 2017TD Ameritrade, Inc.Previously
- 2012 – 2017TD Ameritrade Investment Management, LLCPreviously
- Jun 2012 – Nov 2012Tower Square Securities, Inc.Previously
- Jan 2011 – Nov 2011Wells Fargo Clearing Services, LLCPreviously
- Jan 2009 – Jan 2011Wells Fargo Investments, LLCPreviously
Contact Alex
(833) 752-6333Firm headquarters in Santa Clara, CA. Ask for Alex. 10900 Wayzata Blvd Suite 240Minnetonka, MN 55305Office · Get directions X (Twitter) pageEdelman Financial Engines
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Questions to ask Alex
Tailored to Alex’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alex
How do I contact Alex?
Call Edelman Financial Engines at (833) 752-6333 and ask for Alex Reader. Alex works from the Minnetonka, MN office.
How long has Alex been a financial advisor?
Alex has been in the industry since 2009, about 18 years. More experience than 56% of advisors in Minnetonka.
What licenses does Alex hold?
Series 66. Tap any license on this page to see what it allows.
Is Alex a fiduciary?
Alex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alex paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Alex for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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