Garrett Steven Gunberg

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

• 09/2013 → 04/2023
  Personal Capital Advisors
  Denver, CO
• 04/2023 → 01/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 12/2023 → 01/2024
  Empower Financial Services, Inc
  Greenwood Village, CO
• 02/2024 → 05/2025
  Unemployed
  Greenwood Village, CO
• 06/2025 → Present
  Edelman Financial Engines
  Santa Clara, CO

Previous Registrations

• 2023-04-03 → 2024-01-30
  Empower Advisory Group, Llc
  Denver, CO
  Greenwood Village, CO
  Greenwood Village, CO
• 2013-09-25 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
• 2011-09-19 → 2013-09-09
  Wells Fargo Clearing Services, Llc
  Longmont, CO

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16

Other Names

• Garrett Gunberg