Curtis W Hagner

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

• 09/2013 → 02/2018
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 02/2018 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2012-08-07 → 2013-10-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2007-04-10 → 2012-07-26
  Osaic Services, Inc.
  Bend, OR
  La Crosse, WI
• 2002-07-09 → 2003-12-31
  Msi Financial Services, Inc.
  Bend, OR
  Bend, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-04
• S63 Uniform Securities Agent State Law Examination
  2000-01-03

Other Names

• Curtis Wayne Hagner
• Curtis Hagner