Dimas H Lizardo

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

• 09/2013 → 11/2017
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 12/2017 → 02/2025
  Financial Engines Advisors L.L.C.
  Federal Way, WA
• 02/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2011-08-25 → 2013-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY
  Chandler, AZ

Other Businesses

(1) LI-BRA REALTY GROUP INC.: A NEW YORK-INCORPORATED S-CORP THAT IS A LICENSED REAL ESTATE BROKERAGE FIRM IN NEW YORK STATE. THIS COMPANY IS INACTIVE AT THIS TIME, AND I HAVE NO PLANS TO RE-ACTIVATE IT; INVESTMENT RELATED: NO; ADDRESS: RENTON WA; START DATE: 08/24/2006; NATURE: REAL ESTATE; POSITION: PRESIDENT AND CEO; HOURS/MONTH 0 HRS; SECURITIES TRADING HOURS: 0 HRS/MNTH; DUTIES: I AM THE SOLE SHAREHOLDER AND DO NOT DRAW ANY INCOME FROM THIS BUSINESS. (2) PANTHER PROPERTY MANAGEMENT LLC: AN ARIZONA-INCORPORATED LLC. THE COMPANY IS INACTIVE AT THIS TIME; INVESTMENT RELATED: NO; ADDRESS: RENTON, WA; START DATE: 02/29/2012 NATURE: REAL ESTATE; POSITION: SOLE SHAREHOLDER; HOURS/MONTH 0 HRS; SECURITIES TRADING HOURS: 0 HRS/MNTH; DUTIES: I AM THE SOLE SHAREHOLDER AND DO NOT DRAW ANY INCOME FROM THIS BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-22
• S63 Uniform Securities Agent State Law Examination
  2011-04-11

Other Names

• Dimas H Lizardo
• Dimas Heinrich Lizardo