Inactive

Matthew John Corley

Edelman Financial Engines

CRD 8031149

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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

Authority	Category	Status	Date
IA	RA	APPROVED	2025-01-14
TX	RA	APPROVED	2025-01-14

IA RA
APPROVED

Since 2025-01-14
TX RA
APPROVED

Since 2025-01-14

Branch Locations

Johnston, 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

Organization	City	State	From	To
Wells Fargo Home Mortgage	Des Moines	IA	03/2012	12/2020
Flagstar Bank	Johnston	IA	12/2020	02/2023
Unemployed	Johnston	IA	03/2023	09/2023
A Place For Mom	Johnston	IA	10/2023	12/2024
Edelman Financial Engines	Santa Clara	CA	01/2025	Present

03/2012 → 12/2020

Wells Fargo Home Mortgage

Des Moines, IA
12/2020 → 02/2023

Flagstar Bank

Johnston, IA
03/2023 → 09/2023

Unemployed

Johnston, IA
10/2023 → 12/2024

A Place For Mom

Johnston, IA
01/2025 → Present

Edelman Financial Engines

Santa Clara, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-15

S65 Uniform Investment Adviser Law Examination

2024-11-15

Other Names

Matt Corley
Matthew Corley

View on SEC IAPD

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