Daniel George Gimmelli

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

• 02/2010 → 01/2018
  Usaa Financial Advisors Inc.
  Phoenix, AZ
• 01/2018 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 04/2023 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 02/2010 → 01/2018
  Usaa Financial Planning Services
  Phoenix, AZ
• 02/2010 → 04/2023
  Usaa Life Insurance Company
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-06-23
  Usaa Investment Services Company
  San Antonio, TX
• 2010-03-18 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2009-06-01 → 2010-03-10
  Morgan Stanley
  Scottsdale, AZ
• 2008-02-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-05
• S66 Uniform Combined State Law Examination
  2008-01-22

Other Names

• Dan Gimmelli