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Mark Barrientos

Edelman Financial Engines

Council Bluffs, IA

CRD 7131128

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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:

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-08-06
TX RA APPROVED 2025-08-06
  • IA RA
    APPROVED
    Since 2025-08-06
  • TX RA
    APPROVED
    Since 2025-08-06

Branch Locations

Council Bluffs, IA • 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
Edelman Financial Engines Santa Clara CA 07/2025 Present
Mariner Wealth Advisors Omaha NE 11/2021 06/2025
Cobalt Credit Union Omaha NE 06/2021 11/2021
Barney Financial Services Kearney NE 06/2019 05/2021
Menards Kearney NE 02/2018 09/2019
University Of Nebraska At Kearney Kearney NE 05/2018 05/2019
University Of Nebraska At Kearney Kearney NE 08/2017 05/2021
Lexington High School Lexington NE 08/2014 05/2017
  • 07/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 11/2021 → 06/2025
    Mariner Wealth Advisors
    Omaha, NE
  • 06/2021 → 11/2021
    Cobalt Credit Union
    Omaha, NE
  • 06/2019 → 05/2021
    Barney Financial Services
    Kearney, NE
  • 02/2018 → 09/2019
    Menards
    Kearney, NE
  • 05/2018 → 05/2019
    University Of Nebraska At Kearney
    Kearney, NE
  • 08/2017 → 05/2021
    University Of Nebraska At Kearney
    Kearney, NE
  • 08/2014 → 05/2017
    Lexington High School
    Lexington, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-05
  • S65 Uniform Investment Adviser Law Examination
    2025-08-05

View on SEC IAPD

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