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Michael Paul Jergens

Edelman Financial Engines

Troymi, MI

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-27
MI RA APPROVED 2022-11-10
  • TX RA
    APPROVED_RES
    Since 2024-06-27
  • MI RA
    APPROVED
    Since 2022-11-10

Branch Locations

201 W Big Beaver Rd Suite 950, Troymi, MI 48084 • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Engines Advisors L.L.C. Santa Clara CA 07/2022 Present
Woodland Direct, Inc. Shelby Township MI 02/2016 03/2018
Phoenix Garage Llc Warren MI 06/2018 Present
Unemployed Rochester MI 03/2018 06/2018
Milosch Palace Lake Orion MI 01/2020 03/2020
Rochester Hills Chrysler Rochester Hills MI 03/2020 07/2020
Rocket Auto Llc Detroit MI 03/2021 03/2022
  • 07/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 02/2016 → 03/2018
    Woodland Direct, Inc.
    Shelby Township, MI
  • 06/2018 → Present
    Phoenix Garage Llc
    Warren, MI
  • 03/2018 → 06/2018
    Unemployed
    Rochester, MI
  • 01/2020 → 03/2020
    Milosch Palace
    Lake Orion, MI
  • 03/2020 → 07/2020
    Rochester Hills Chrysler
    Rochester Hills, MI
  • 03/2021 → 03/2022
    Rocket Auto Llc
    Detroit, MI
Previous Registrations
Other Businesses

1) Phoenix Garage LLC; INVESTMENT RELATED: No; ADDRESS: Warren, MI; NATURE: Automotive Restoration/Hobby; POSITION: Owner; START DATE: 06/01/2018; NUMBER OF HOURS/MONTH: 40 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Automotive Restoration/Sole Prop.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-09
S66 Uniform Combined State Law Examination 2006-09-18
S63 Uniform Securities Agent State Law Examination 2004-07-28
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09
  • S66 Uniform Combined State Law Examination
    2006-09-18
  • S63 Uniform Securities Agent State Law Examination
    2004-07-28

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