Douglas Bradley Custer

Current Employers

Employment History

• 07/2011 → 03/2018
  Appropriate Balance Financial Services
  Bellevue, WA
• 01/2014 → 01/2017
  Private Client Services Llc
  Louisville, KY
• 09/2017 → 06/2021
  Viridian Ria, Llc
  Seattle, WA
• 06/2021 → 10/2025
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 10/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2017-09-05 → 2022-05-06
  Viridian Ria, Llc
  Bellevue, WA
  Bothell, WA
• 2011-09-15 → 2018-02-22
  Appropriate Balance Financial Services Inc
  Bellevue, WA
• 1997-10-23 → 2011-07-11
  Charles Schwab & Co., Inc.
  Seattle, WA
  Seattle, WA

Other Businesses

1)Northwest Symphony Orchestra; INVESTMENT RELATED: No; ADDRESS: P.O. Box 16231, Seattle, WA 98116; NATURE: Performing arts - 501(c)(3) non-profit community symphony; POSITION: Advisory Board member; START DATE: January 2010; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Primarily advise the symphony on matters relating to planned giving and fund raising. 2)Overlake Medical Center Foundation; INVESTMENT RELATED: No; ADDRESS: 035 116th Ave NE, Bellevue, WA 98004; NATURE: 501(c)(3) charitable arm of the Overlake Medical Center, hospital and clinics; POSITION: Member of the Planned Giving Advisory Council; START DATE: October, 2018; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: Advising the Foundation on how to best position itself to receive planned gifts.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-14
• S63 Uniform Securities Agent State Law Examination
  1993-12-30

Designations

Other Names

• Doug Custer
• Brad Custer