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Home > Financial Services > Stock Brokers > Hewitt Financial Services Llc
Hewitt Financial Services Llc
Hewitt Financial Services Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Hewitt Financial Services LLC, member NASD, SIPC, is a broker/dealer that primarily provides services to retirement plans. Hewitt Financial Services consults on investment issues with Hewitt Associates' defined contribution clients, who represent millions of participants and is approaching $300 billion in assets. It is a subsidiary of Hewitt Associates LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois.
Hewitt is a global human resources outsourcing and consulting firm delivering a complete variety of integrated services to help companies manage their total HR and enhance HR services, employee costs, and improve their workforces. Hewitt for more than 60 years provides solutions recognizing each company's unique and evolving requirements. Today, they have 22,000 employees in 35 countries that understand the requirement of delivering measurable results that help clients reach their business objectives.
Hewitt Financial Services is a registered investment advisor as well as a broker-dealer affiliate of Hewitt Associates. Founded in 1992, Hewitt FS provides defined contribution administration clients with Investor Behavior Research, Investment Consulting, and Personal Financial Services. Investment consulting their investment consulting team is uniquely positioned to provide you with value-added consulting regarding investment alternatives, trends in the DC environment, operational aspects of investments, and the implications of investment structures on investor behavior.
Their services include establishing investment policy statements, consulting on the overall plan investment offering, selecting and monitoring investment managers, supporting participant-level communication efforts, assisting in the management of total plan costs. Hewitt FS facilitates an unbundled plan structure, which allows you to select best-of-class investment management firms.
Personal Financial Services-Hewitt FS has pioneered a exclusive institutional brokerage platform to meet your plan participants' investment needs within DC plans and beyond. In partnership with Bank of Montreal, parent company of Harris direct, they are dedicated to delivering a robust and cost-effective brokerage solution.
Hewitt Associates is proud to work with leading companies from a broad choice of industries, providing innovative solutions that help you get the best from your people.
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