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Joseph Michael Lunn

Edelman Financial Engines

Northville, MI

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-08-14
  • MI RA
    APPROVED
    Since 2017-08-14

Branch Locations

39775 Traditions Drive Suite D-800, Northville, MI 48168 • 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
Minnesota Life Insurance Company St. Paul MN 07/2016 07/2017
Securian Financial Services Inc. St. Paul MN 07/2016 07/2017
Securian Financial Advisor Of The Great Lakes Novi MI 07/2016 07/2017
Financial Engines Advisors L.L.C. Northville MI 08/2017 Present
  • 07/2016 → 07/2017
    Minnesota Life Insurance Company
    St. Paul, MN
  • 07/2016 → 07/2017
    Securian Financial Services Inc.
    St. Paul, MN
  • 07/2016 → 07/2017
    Securian Financial Advisor Of The Great Lakes
    Novi, MI
  • 08/2017 → Present
    Financial Engines Advisors L.L.C.
    Northville, MI
Previous Registrations
  • 2016-07-14 → 2017-08-02
    Securian Financial Services, Inc.
    Novi, MI
  • 2014-06-20 → 2016-05-06
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Brighton, MI
    Chicago, IL
    Brighton, MI
    Brighton, MI
    Canton, MI
  • 2003-09-29 → 2004-01-08
    Banc One Securities Corporation
    Novi, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-04
S65 Uniform Investment Adviser Law Examination 1998-05-08
S63 Uniform Securities Agent State Law Examination 1997-10-10
  • S66 Uniform Combined State Law Examination
    2013-03-04
  • S65 Uniform Investment Adviser Law Examination
    1998-05-08
  • S63 Uniform Securities Agent State Law Examination
    1997-10-10
Other Names
  • Joseph Luniewski
  • Joseph Michael Luniwski
  • Joseph Michael Lunn
  • Joseph Michael Lunn

View on SEC IAPD

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