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Sophia Weinert

Edelman Financial Engines

Lincoln, NE

CRD 8109378

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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
NE RA APPROVED 2025-07-16
  • NE RA
    APPROVED
    Since 2025-07-16

Branch Locations

Lincoln, NE • 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
Cozad High School Cozad NE 08/2016 05/2017
Triune Financial Partners Overland Park KS 07/2017 11/2019
State Farm Lincoln NE 11/2019 04/2022
Edelman Financial Engines Santa Clara CA 04/2022 03/2026
Edelman Financial Engines Santa Clara CA 03/2026 Present
  • 08/2016 → 05/2017
    Cozad High School
    Cozad, NE
  • 07/2017 → 11/2019
    Triune Financial Partners
    Overland Park, KS
  • 11/2019 → 04/2022
    State Farm
    Lincoln, NE
  • 04/2022 → 03/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 03/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-15
  • S65 Uniform Investment Adviser Law Examination
    2025-07-15

View on SEC IAPD

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