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Dylan Tyler Barr

Edelman Financial Engines

Maumee, OH

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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 2023-01-06
OH RA APPROVED 2020-10-04
  • TX RA
    APPROVED_RES
    Since 2023-01-06
  • OH RA
    APPROVED
    Since 2020-10-04

Branch Locations

1645 Indian Wood Circle Suite 104, Maumee, OH 43537 • 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 Advisors L.L.C Santa Clara CA 07/2020 Present
Dana Inc Maumee OH 05/2019 07/2020
Chick-Fil-A Holland OH 10/2016 06/2018
Core Network Fund Toledo OH 10/2018 02/2019
Bedford Public Schools Temperance MI 12/2017 03/2018
University Of Toledo Toledo OH 08/2015 05/2019
  • 07/2020 → Present
    Financial Engines Advisors L.L.C
    Santa Clara, CA
  • 05/2019 → 07/2020
    Dana Inc
    Maumee, OH
  • 10/2016 → 06/2018
    Chick-Fil-A
    Holland, OH
  • 10/2018 → 02/2019
    Core Network Fund
    Toledo, OH
  • 12/2017 → 03/2018
    Bedford Public Schools
    Temperance, MI
  • 08/2015 → 05/2019
    University Of Toledo
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-03
  • S65 Uniform Investment Adviser Law Examination
    2020-10-03

View on SEC IAPD

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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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