Rodney James Willyerd

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

• 09/2014 → 12/2022
  Td Ameritrade
  Salt Lake City, UT
• 12/2022 → 06/2023
  Charles Schwab And Co., Inc.
  Salt Lake City, UT
• 08/2023 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 07/2023 → 07/2023
  Unemployed
  Farmington, UT

Previous Registrations

• 2022-03-02 → 2023-06-27
  Charles Schwab & Co., Inc.
  Westlake, TX
  Cottonwood Heights, UT
• 2014-10-21 → 2023-06-27
  Td Ameritrade Investment Management, Llc
  Salt Lake City, UT
  East Midvale, UT
  Cottonwood Heights, UT
• 2014-10-21 → 2022-10-14
  Td Ameritrade, Inc.
  Salt Lake City, UT
  Cottonwood Heights, UT

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20

Designations

• Certified Financial Planner

Other Names

• Rod Willyerd