Bradley Hess Hartzel

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

• 01/2011 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 02/2025
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2011-01-20 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
  Silver Spring, MD
  Ellicott City, MD
  Silver Spring, MD
• 2008-02-19 → 2011-01-10
  First Allied Securities, Inc.
  San Diego, CA
  Mount Airy, MD
• 2007-02-09 → 2008-02-19
  Advantage Capital Corporation
  Mt. Airy, MD

Exams

• S66 Uniform Combined State Law Examination
  2007-01-11

Designations

• Certified Financial Planner