Justin J Boxleiter

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

• 02/2016 → 03/2018
  Dubuque Bank And Trust
  Dubuque, IA
• 03/2016 → 03/2018
  Lpl Financial
  Dubuque, IA
• 08/2018 → 05/2021
  Prudential Investment Management Services Llc
  Dubuque, IA
• 03/2018 → 07/2018
  Rockfarm Supply Chain Solutions
  Dubuque, IA
• 07/2018 → 08/2018
  Unemployed
  East Dubuque, IL
• 08/2018 → 05/2021
  Prudential Insurance Company Of America
  Dubuque, IA
• 05/2021 → 08/2023
  Gwfs Equities, Inc
  Greenwood Village, CO
• 11/2023 → 01/2025
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 01/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2021-06-04 → 2023-08-31
  Empower Advisory Group, Llc
  Dubuque, IA
  Greenwood Village, CO
• 2020-08-21 → 2020-11-24
  Prudential Select Strategies Llc
  Dubuque, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-14
• S63 Uniform Securities Agent State Law Examination
  2015-05-11

Other Names

• Justin J Boxleiter
• Justin John Boxleiter