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Lisa Michelle Parke

Edelman Financial Engines

Lynnwood, WA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-02
WA RA APPROVED 2024-06-27
  • TX RA
    APPROVED
    Since 2025-06-02
  • WA RA
    APPROVED
    Since 2024-06-27

Branch Locations

20700 44Th Ave West Suite 500, Lynnwood, WA 98036 • 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
Financial Engines Advisors, L.L.C. Santa Clara CA 06/2021 07/2024
Viridian Investments Bothell WA 02/2017 06/2021
Apropriate Balance Financial Services Bellevue WA 01/2012 02/2017
Edelman Financial Engines Santa Clara CA 07/2024 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 06/2021 → 07/2024
    Financial Engines Advisors, L.L.C.
    Santa Clara, CA
  • 02/2017 → 06/2021
    Viridian Investments
    Bothell, WA
  • 01/2012 → 02/2017
    Apropriate Balance Financial Services
    Bellevue, WA
  • 07/2024 → 10/2025
    Edelman Financial Engines
    Santa Clara, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-27
  • S65 Uniform Investment Adviser Law Examination
    2024-06-27
Other Names
  • Lisa Michelle Gundlach
  • Lisa Michelle Windman

View on SEC IAPD

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