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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-28 |
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Fidelity Bank | Oklahoma City | OK | 01/2016 | 01/2018 |
| First Fidelity Bank | Oklahoma City | OK | 10/2017 | 09/2018 |
| Thrivent Financial | Appleton | WI | 10/2018 | 01/2019 |
| Unemployed | Springfield | MO | 01/2019 | 05/2019 |
| Allstate | Ozark | MO | 05/2019 | 01/2020 |
| Us Bank | Springfield | MO | 01/2020 | 10/2020 |
| Farmers Financial Solutions | Springfield | MO | 10/2020 | 10/2022 |
| Mutual Of Omaha Insurance Company | Springfield | MO | 10/2022 | 02/2024 |
| American Harvest Financial Llc | Watertown | SD | 03/2024 | 03/2025 |
| Edelman Financial Engines | Santa Clara | CA | 03/2025 | Present |
| Unemployed | Lebanon | MO | 09/2018 | 10/2018 |
| Everything Kitchens Llc | Springfield | MO | 12/2019 | 01/2020 |
| Victoria's Secret, Llc | Springfield | MO | 12/2019 | 01/2020 |
(1) Name: Day Financial LLC Investment-Related: Yes Address: 1026 South Meteor Avenue, Springfield, MO 65802. Nature: Financial Planning Position: Owner/Advisor Start Date: 03/2023. Approximate hours per month: 0. Approximate hours per month during securities trading hours: 0. Duties: In the process of dissolving the business after filing taxes for 2024, dissolving approx April 18th
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-17 |
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