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Matthew Dominic Woryn

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 2016-11-30
  • MI RA
    APPROVED
    Since 2016-11-30

Branch Locations

39775 Traditions Drive Suite D-800, Northville, MI 48168 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Tmfs Advisors, Llc Overland Park KS 07/2015 11/2016
Financial Engines Advisors L.L.C. Northville MI 11/2016 Present
  • 07/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Northville, MI
Previous Registrations
  • 2015-07-07 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Northville, MI
    Overland Park, KS
  • 2015-06-04 → 2015-09-02
    The Mutual Fund Store
    Northville, MI
    Overland Park, KS
  • 2011-12-19 → 2012-07-26
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Romulus, MI
  • 2006-01-27 → 2009-12-15
    Cuna Brokerage Services, Inc.
    Ferndale, MI
    Ferndale, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-29
S63 Uniform Securities Agent State Law Examination 2003-05-31
  • S65 Uniform Investment Adviser Law Examination
    2015-05-29
  • S63 Uniform Securities Agent State Law Examination
    2003-05-31

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