Matthew Leonard Turner

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

• 04/2016 → 11/2016
  Tmfs Advisors, Llc
  East Norriton, PA
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Plymouth Meeting, PA

Previous Registrations

• 2016-04-01 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Plymouth Meeting, PA
  Overland Park, KS
• 2011-07-05 → 2016-04-21
  The Mutual Fund Store
  East Norriton, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-11