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Matthew Robert Loeffler

Edelman Financial Engines

Westlake, OH

Copley Township, OH

CRD 6041051

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-05
OH RA APPROVED 2019-05-17
  • TX RA
    APPROVED
    Since 2026-08-05
  • OH RA
    APPROVED
    Since 2019-05-17

Branch Locations

159 Crocker Road Suite 260, Westlake, OH 44145 • United States

202 Montrose West Avenue Suite 350, Copley Township, OH 44321 • 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
Us Bank Cleveland OH 01/2016 03/2018
Blue Tree Wealth Advisors Llc Strongsville OH 05/2018 05/2020
Financial Engines Advisors L.L.C. Sunnyvale CA 04/2019 Present
  • 01/2016 → 03/2018
    Us Bank
    Cleveland, OH
  • 05/2018 → 05/2020
    Blue Tree Wealth Advisors Llc
    Strongsville, OH
  • 04/2019 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Matthew Loeffler

View on SEC IAPD

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