Leo Joseph Hull

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

• 03/2015 → 02/2021
  Umpqua Investments, Inc.
  Portland, OR
• 07/2020 → 05/2024
  Standing Stone Brewing Co
  Ashland, OR
• 07/2022 → 12/2023
  Simple Cfo Solutions
  St. Cloud, FL
• 11/2022 → 12/2023
  Profitmax Professionals, Llc
  Ashland, OR
• 05/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-02-06 → 2024-05-03
  True Purpose Advisors, Llc
  Ashland, OR
  Ashland, OR
• 2015-03-24 → 2021-02-11
  Steward Partners Investment Solutions, Llc
  Medford, OR
• 2013-08-23 → 2015-02-24
  Morgan Stanley
  Medford, OR
• 2004-03-15 → 2005-08-12
  Wells Fargo Investments, Llc
  Medford, OR

Exams

• S66 Uniform Combined State Law Examination
  2013-08-23

Other Names

• Leo J. Hull