Nathan Thayne Driggs

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

• 11/2014 → 10/2016
  Waffle Love Llc
  American Fork, UT
• 12/2015 → 12/2016
  Tanner Capital Management
  Provo, UT
• 11/2016 → 04/2018
  Aquire Advisors Dba Dentist Advisors
  South Jordan, UT
• 06/2018 → 09/2021
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 09/2021 → 07/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 07/2023 → Present
  Financial Engines Advisors L.L.C
  Santa Clara, CA

Previous Registrations

• 2018-03-20 → 2018-06-19
  Dentist Advisors
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-19

Designations

• Certified Financial Planner

Other Names

• Nate Driggs