Shelby Lee Meyer

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

• 10/2007 → 02/2018
  Td Ameritrade, Inc.
  Omaha, NE
• 02/2018 → 01/2023
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 01/2023 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2007-12-11 → 2018-04-04
  Td Ameritrade, Inc.
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
  Atlanta, GA
• 2011-01-24 → 2018-04-04
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Fort Worth, TX
  Alpharetta, GA
  Atlanta, GA
• 2007-07-27 → 2007-11-01
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2007-07-25
• S63 Uniform Securities Agent State Law Examination
  1989-05-22

Other Names

• Shelby L Wolever
• Shelby Lee Wolever