Lindsay Graham Whetton

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

• 07/2011 → 05/2018
  Oppenheimerfunds
  Denver, CO
• 05/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 03/2025 → 09/2025
  Unemployed
  Denver, CO
• 09/2025 → 05/2026
  Envision Financial Systems
  Denver, CO
• 05/2018 → 03/2025
  Tiaa
  Denver, CO
• 05/2018 → 03/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO

Previous Registrations

• 2006-04-28 → 2011-07-06
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Glendale, CO
• 2003-12-09 → 2004-09-27
  Td Ameritrade, Inc.
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-01-08
• S63 Uniform Securities Agent State Law Examination
  1991-10-02