Jonathan Michael Hemmesch

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

• 01/2016 → 11/2018
  Bergankdv Wealth Management, Llc
  Bloomington, MN
• 11/2018 → 02/2019
  Unemployed
  Maple Grove, MN
• 02/2019 → 07/2021
  Fidelity Brokerage Services Llc
  Edina, MN
• 08/2021 → 04/2022
  Ameriprise Financial Services, Llc
  Minnetonka, MN
• 06/2022 → Present
  Financial Engines Advisors L.L.C
  Santa Clara, CA

Previous Registrations

• 2021-09-01 → 2022-04-29
  Ameriprise Financial Services, Llc
  Minnetonka, MN
• 2019-04-16 → 2021-07-26
  Fidelity Personal And Workplace Advisors
  Edina, MN
• 2016-01-21 → 2018-10-03
  Bergankdv Wealth Management, Llc
  Bloomington, MN
• 2014-01-09 → 2016-02-11
  Charles Schwab & Co., Inc.
  Minneapolis, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2019-03-26
• S63 Uniform Securities Agent State Law Examination
  2001-08-09