Ronnie Edward Dawson

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

• 02/2025 → 02/2026
  Edgerock Wealth Management
  Denver, CO
• 08/2023 → 02/2025
  Us Bank
  Denver, CO
• 03/2023 → 07/2023
  Paradigm Wealth Management
  Denver, CO
• 06/2021 → 02/2023
  Janus Henderson Investors
  Denver, CO
• 01/2021 → 05/2021
  Cg Financial
  Williamston, MI
• 09/2019 → 12/2020
  Msu Greenline
  East Lansing, MI
• 08/2019 → 04/2021
  Michigan State University
  East Lansing, MI
• 08/2013 → 05/2017
  Berkley High School
  Berkley, MI
• 06/2017 → 07/2019
  Unemployed
  Berkley, MI
• 06/2022 → 02/2023
  Southern Farm Bureau Casualty Insurance
  Ridgeland, MI
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2025-08-04 → 2026-02-20
  Edgerock Wealth Management
  Denver, CO

Other Businesses

1) Banana Republic; INVESTMENT RELATED: No; ADDRESS: 3000 E 1st Ave #2215, Denver, CO 80206; NATURE: Retail Sales; POSITION: Employee; START DATE: 12/02/2022; NUMBER OF HOURS/MONTH: 14 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Retail Sales Re-Stock of Clothing Register Purchases Online Orders Credit Card Sign Ups Personal Styling Client Sign Ups Store Closings. 2) Construction Education Foundation; INVESTMENT RELATED: No; ADDRESS: 1114 West 7th Avenue, Unit 150, Denver, CO 80204; NATURE: Construction Education Foundation is an educational nonprofit.; POSITION: ; START DATE: 06/12/2026; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 03 Hrs.; DUTIES: I will be working with Jaret Allred, Student Pathways Coordinator at Construction Education Foundation to teach Personal Finance to underserved high school students in Denver, CO. It is through the Porter Billups Learning Academy, which is a program for underserved kids and helps get them free tuition to Regis University (a local private university in Denver, CO). The date is not firm yet, but it is going to be in June 2026, likely between June 10th and June 20th and will be for one day to teach two 90-minute personal finance classes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-02

Other Names

• Ronnie E Dawson
• Ronnie Edward Dawson