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Nathan Paul Bardin

Edelman Financial Engines

Phoenix,, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-27
AZ RA APPROVED 2016-08-31
  • TX RA
    APPROVED_RES
    Since 2020-02-27
  • AZ RA
    APPROVED
    Since 2016-08-31

Branch Locations

4742 N. 24Th St Suite 400, Phoenix,, AZ 85016 • 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
Financial Engines Advisor, Llc Phoenix AZ 06/2016 04/2021
Financial Engines Advisors L.L.C. Santa Clara CA 04/2021 Present
  • 06/2016 → 04/2021
    Financial Engines Advisor, Llc
    Phoenix, AZ
  • 04/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-08
S63 Uniform Securities Agent State Law Examination 2015-02-28
  • S65 Uniform Investment Adviser Law Examination
    2016-08-08
  • S63 Uniform Securities Agent State Law Examination
    2015-02-28

View on SEC IAPD

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Other Offices

INTRINSIC VALUE PARTNERS, LLC · PHOENIX, AZ
TEHRANI WEALTH MANAGEMENT, LLC · PHOENIX, AZ
EDELMAN FINANCIAL ENGINES · PHOENIX, AZ
COLLECTIVE WEALTH ADVISORS LLC · PHOENIX, AZ
EDELMAN FINANCIAL ENGINES · PHOENIX, AZ
EDELMAN FINANCIAL ENGINES · PHOENIX, AZ
CBIZ INVESTMENT ADVISORY SERVICES, LLC · Phoenix, AZ
WISE WEALTH PARTNERS, LLC · PHOENIX, AZ

More in Phoenix,, AZ

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