Joseph William Whitmer

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

• 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

• S66 Uniform Combined State Law Examination
  2003-08-27

Other Names

• Joseph W. Whitmer