Christopher George Werner

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

• 10/2014 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 10/2018 → 11/2019
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 11/2019 → Present
  Financial Engines Advisors L.L.C
  Sunnyvale, CA

Previous Registrations

• 2014-10-28 → 2018-11-01
  Edelman Financial Services, Llc
  Conshohocken, PA
  Fairfax, VA
  Cherry Hill, NJ
• 2013-12-23 → 2014-10-08
  Northwestern Mutual Investment Services, Llc
  Princeton, NJ
• 2013-02-26 → 2013-08-14
  Ameriprise Financial Services, Llc
  Marlton, NJ
  Melville, NY
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2010-06-29

Designations

• Certified Financial Planner

Other Names

• Christopher George Werner
• Christopher Werner