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Maria Irene Gagne

Edelman Financial Engines

New River, AZ

CRD 4535037

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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:

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-15
  • AZ RA
    APPROVED
    Since 2025-01-15

Branch Locations

New River, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Learnvest Planning New York NY 11/2014 05/2017
Financial Engines Advisors L.L.C. Boston MA 05/2017 Present
  • 11/2014 → 05/2017
    Learnvest Planning
    New York, NY
  • 05/2017 → Present
    Financial Engines Advisors L.L.C.
    Boston, MA
Previous Registrations
  • 2015-09-01 → 2017-06-07
    Learnvest Planning Services, Llc
    New York, NY
  • 2008-07-18 → 2014-12-12
    Edelman Financial Engines
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-17
S63 Uniform Securities Agent State Law Examination 2002-09-23
  • S65 Uniform Investment Adviser Law Examination
    2008-07-17
  • S63 Uniform Securities Agent State Law Examination
    2002-09-23
Other Names
  • Maria Irene Gagne
  • Maria Irene Gagne
  • Maria Indeglia
  • Maria Irene Indeglia

View on SEC IAPD

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