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Timothy Luke Chapman

Edelman Financial Engines

Denver, CO

Fairfax, VA

CRD 7170101

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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
CO RA APPROVED 2025-04-07
TX RA APPROVED_RES 2025-04-07
VA RA APPROVED 2025-04-07
  • CO RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED_RES
    Since 2025-04-07
  • VA RA
    APPROVED
    Since 2025-04-07

Branch Locations

Denver, CO • United States

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Personal Capital Advisors Denver CO 11/2018 03/2025
Insightsoftware Denver CO 02/2018 11/2018
Loyola Marymount University Los Angeles CA 08/2013 05/2017
Chrome River Los Angeles CA 01/2017 06/2017
Unemployed Los Angeles CA 06/2017 02/2018
Empower Advisory Group, Llc Greenwood Village CO 04/2023 03/2025
Edelman Financial Engines Santa Clara CA 03/2025 Present
  • 11/2018 → 03/2025
    Personal Capital Advisors
    Denver, CO
  • 02/2018 → 11/2018
    Insightsoftware
    Denver, CO
  • 08/2013 → 05/2017
    Loyola Marymount University
    Los Angeles, CA
  • 01/2017 → 06/2017
    Chrome River
    Los Angeles, CA
  • 06/2017 → 02/2018
    Unemployed
    Los Angeles, CA
  • 04/2023 → 03/2025
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2023-04-03 → 2025-03-27
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2019-12-14 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-13
  • S65 Uniform Investment Adviser Law Examination
    2019-12-13
Other Names
  • Timothy Chapman

View on SEC IAPD

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