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Zackary Bell

Edelman Financial Engines

Indianapolis, IN

CRD 7989469

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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
TX RA APPROVED 2026-07-17
IN RA APPROVED 2026-04-08
  • TX RA
    APPROVED
    Since 2026-07-17
  • IN RA
    APPROVED
    Since 2026-04-08

Branch Locations

Indianapolis, IN • 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 01/2026 07/2026
Walmart Greenfield IN 06/2020 08/2022
Jd Sports Greenwood IN 12/2020 02/2021
Harvest Investment Services Indianapolis IN 02/2023 12/2025
Greenfield-Central High School Greenfield IN 08/2016 05/2020
University Of Indianapolis Indianapolis IN 08/2020 05/2024
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 01/2026 → 07/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 06/2020 → 08/2022
    Walmart
    Greenfield, IN
  • 12/2020 → 02/2021
    Jd Sports
    Greenwood, IN
  • 02/2023 → 12/2025
    Harvest Investment Services
    Indianapolis, IN
  • 08/2016 → 05/2020
    Greenfield-Central High School
    Greenfield, IN
  • 08/2020 → 05/2024
    University Of Indianapolis
    Indianapolis, IN
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-08
Other Names
  • Zack Bell

View on SEC IAPD

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