Nefartari Titi Ward

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

• 09/2013 → 08/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2022 → 01/2023
  Gwfs Equities, Inc
  Greenwood Village, CO
• 08/2021 → 07/2022
  Unemployed
  Fort Mill, SC
• 09/2023 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 02/2023 → 02/2023
  Unemployed
  Fort Mill, SC
• 03/2023 → Present
  Novant Health
  Charlotte, NC

Previous Registrations

• 2022-07-21 → 2023-01-31
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Fort Mill, SC
• 2018-03-06 → 2021-09-24
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-28

Designations

• Certified Financial Planner

Other Names

• Nefartari Titi Ward
• Nefartari Ward Calvert
• Nefertari Ward Calvert
• Nefertari Titi Ward