Gregory Paul Dexheimer

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

• 11/1998 → 03/2018
  Scottsdale Securities, Inc.
  Harrisburg, PA
• 04/2018 → Present
  Financial Engines Advisors L.L.C.
  Harrisburg, PA

Previous Registrations

• 2017-06-05 → 2018-03-07
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1) Dream Vacations Franchise; INVESTMENT RELATED: No; ADDRESS: Harrisburg, PA 17112; NATURE: Online Travel Agency; POSITION: Co-Owner of Franchise; START DATE: 03/15/2024; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I will be a Co-Owner (with my wife Jennifer) of the Travel Agency Franchise, organized as an LLC. My Wife will be running the day-to-day business.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-03
• S63 Uniform Securities Agent State Law Examination
  1994-09-30

Other Names

• Greg Dexheimer