Brian Andrew Johnson

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

• 04/2011 → 03/2018
  Appropriate Balance Financial Service
  Bellevue, WA
• 09/2017 → 06/2021
  Viridian Ria, Llc
  Seattle, WA
• 06/2021 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2017-09-05 → 2022-05-06
  Viridian Ria, Llc
  Bellevue, WA
  Bothell, WA
• 2012-06-18 → 2018-02-22
  Appropriate Balance Financial Services Inc
  Bellevue, WA

Other Businesses

Mc Tools; INVESTMENT RELATED: No; ADDRESS: Edgewood, WA; NATURE: Website- My son, Cooper, created a website, www.mc-tools.net. Given that he isn't 18, I'd like to sign, on his behalf, a contract with an ad company to place advertisements on his website.; POSITION: N/A; START DATE: 06/15/2026; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: There is no official organization. My son runs a website, and I'd like to sign on his behalf for an advertisement contract to earn revenue and place ads on his website.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-16