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Ryan Christopher Zeifert

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-07
AZ RA APPROVED 2019-01-16
  • TX RA
    APPROVED
    Since 2020-04-07
  • AZ RA
    APPROVED
    Since 2019-01-16

Branch Locations

4742 N 24Th Street Suite 400, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 11/2007 10/2018
Financial Engines Advisors L.L.C. Phoenix AZ 11/2018 03/2022
Financial Engines Advisors L.L.C. Santa Clara CA 03/2022 Present
  • 11/2007 → 10/2018
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 11/2018 → 03/2022
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
  • 03/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-04
S63 Uniform Securities Agent State Law Examination 2007-12-04
  • S65 Uniform Investment Adviser Law Examination
    2019-01-04
  • S63 Uniform Securities Agent State Law Examination
    2007-12-04
Other Names
  • Ryan C Zeifert

View on SEC IAPD

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