Paul James Rubacka

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 09/2016
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 04/2013 → 09/2016
  Cuna Mutual Group
  Waverly, IA
• 09/2016 → 11/2016
  Financial Engines Advisor Center, Llc
  Syracuse, NY
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Cicero, NY

Previous Registrations

• 2016-09-14 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Cicero, NY
  Overland Park, KS
• 2013-04-26 → 2016-09-09
  Cuna Brokerage Services, Inc.
  Syracuse, NY
  Syracuse, NY
• 2009-07-16 → 2011-12-31
  Northwestern Mutual Investment Services, Llc
  E Syracuse, NY
• 2008-10-08 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Syracuse, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-10-02
• S63 Uniform Securities Agent State Law Examination
  1989-06-19

Designations

• Certified Financial Planner

Other Names

• Paul James Rubacka
• Paul Rubacka
• Paul J Rubacka