Zachary Adam Toering

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

• 05/2022 → 09/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 09/2011 → 01/2019
  Cloverdale Partners/Self Employment
  Long Beach, CA
• 02/2019 → 01/2021
  Proto Homes
  Los Angeles, CA
• 02/2021 → 09/2021
  Unemployed
  Burbank, CA
• 09/2021 → 05/2022
  Cloverdale Partners/Self Employed
  Burbank, CA
• 09/2023 → Present
  Financial Engines Advisors L.L.C
  Santa Clara, CA

Other Businesses

Cloverdale Partners [Self Employment]; Investment Related (Real Estate); 460 E Cypress Ave. Unit H, Burbank CA 91501; Real Estate research with focus on physical assets not securities; Analyst; Self Employed/Sole Proprietorship; 09/2011; 32 hours per month; 0 during securities trading hours; Research on properties and markets, client management, general management

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-24
• S63 Uniform Securities Agent State Law Examination
  2002-09-23