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Joseph William Whitmer

Edelman Financial Engines

Grand Rapids, MI

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-03-22
MI RA APPROVED 2016-09-15
  • TX RA
    APPROVED_RES
    Since 2017-03-22
  • MI RA
    APPROVED
    Since 2016-09-15

Branch Locations

5510 Cascade Rd Se Suite 280, Grand Rapids, MI 49546 • 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
Tmfs Advisors, Llc Grand Rapids MI 07/2016 11/2016
Financial Engines Advisors L.L.C. Grand Rapids MI 11/2016 Present
  • 07/2016 → 11/2016
    Tmfs Advisors, Llc
    Grand Rapids, MI
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Grand Rapids, MI
Previous Registrations
  • 2016-07-05 → 2016-12-01
    Financial Engines Advisor Center, Llc
    Overland Park, KS
    Grand Rapids, MI
  • 2014-11-18 → 2016-07-26
    The Mutual Fund Store
    Grand Rapids, MI
  • 2010-05-21 → 2016-07-12
    Tmfs-Grand Rapids, Llc
    Grand Rapids, MI
  • 2003-11-14 → 2004-06-23
    Osaic Fa, Inc.
    Fort Wayne, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-27
  • S66 Uniform Combined State Law Examination
    2003-08-27
Other Names
  • Joseph W. Whitmer

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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