Daniel Lee Alexander

Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-09-13
WA	RA	APPROVED	2022-09-13

TX RA
APPROVED_RES

Since 2022-09-13
WA RA
APPROVED

Since 2022-09-13

Branch Locations

Kelso, WA • 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

Organization	City	State	From	To
Stangier Wealth Management	Portland	OR	08/2015	10/2019
Financial Engines Advisors L.L.C.	Santa Clara	CA	08/2022	Present
Us Bank	Portland	OR	03/2020	08/2022
Not Employed	Portland	OR	10/2019	03/2020

08/2015 → 10/2019

Stangier Wealth Management

Portland, OR
08/2022 → Present

Financial Engines Advisors L.L.C.

Santa Clara, CA
03/2020 → 08/2022

Us Bank

Portland, OR
10/2019 → 03/2020

Not Employed

Portland, OR

Previous Registrations

2015-12-10 → 2019-11-15

Stangier Wealth Management

Clackamas, OR

Other Businesses

eBay; INVESTMENT RELATED: No; ADDRESS: Kelso, WA 98626; NATURE: Selling old items from my home.; POSITION: Owner; START DATE: 02/23/2026; NUMBER OF HOURS/MONTH: 04 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: List on eBay. Pack Items for shipping.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-12

S65 Uniform Investment Adviser Law Examination

2022-09-12

Other Names

Daniel Lee Alexander
Danny Alexander

View on SEC IAPD