Chase M Gorman

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

• 06/2016 → 01/2019
  Hyvee
  Ames, IA
• 01/2019 → 05/2019
  Unemployed
  Ames, IA
• 05/2019 → 03/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2020 → 03/2022
  Northwestern Mutual Investment Services Llc
  W Des Moines, IA
• 04/2022 → 07/2024
  Edelman Financial Engines
  Santa Clara, CA
• 04/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-11
• S63 Uniform Securities Agent State Law Examination
  2021-04-24

Designations

• Certified Financial Planner

Other Names

• Chase M Gorman