Drake Hogan

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

• 06/2018 → 03/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2017 → 08/2017
  Toyota
  Ann Arbor, MI
• 06/2016 → 09/2016
  Xylem Inc
  Morton Grove, IL
• 08/2013 → 05/2018
  Michigan State University
  East Lansing, MI
• 11/2017 → 04/2018
  X Tax
  Lansing, MI
• 07/2020 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 04/2020 → 07/2020
  Unemployed
  Unemployed, MI
• 04/2020 → 04/2020
  Kaye Financial
  Bloomfield, MI
• 08/2020 → 11/2020
  Bank Of America, N.A.
  Chandler, AZ
• 12/2020 → 08/2021
  Dahring Cusmano & Associates
  Novi, MI
• 09/2021 → 12/2022
  Private Client Services
  Louisville, KY
• 09/2021 → 05/2023
  Executive Wealth Management
  Brighton, MI
• 05/2023 → 10/2023
  Executive Wealth Management, Llc
  Brighton, MI
• 10/2023 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2021-09-28 → 2023-10-03
  Executive Wealth Management, Llc
  Brighton, MI
  Northville, MI
• 2021-04-08 → 2021-08-16
  Next Financial Group, Inc.
  Novi, MI
• 2020-08-12 → 2020-11-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-08-09
• S63 Uniform Securities Agent State Law Examination
  2018-07-30

Other Names

• Drake Hogan
• Drake David Hogan