Joseph Raskauskas

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

• 02/2014 → 02/2017
  Personal Capital Advisors
  Denver, CO
• 02/2017 → 07/2017
  Personal Capital Advisors
  Denver, CO
• 07/2017 → 03/2018
  Personal Capital Advisors
  Denver, CO
• 03/2018 → 02/2025
  Personal Capital Advisors
  Dallas, TX
• 08/2020 → 02/2023
  Gwfs Equities, Inc
  Greenwood Village, CO
• 02/2023 → 02/2025
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2023 → 02/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 03/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-04-03 → 2025-03-03
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Bethany Beach, DE
  Irving, TX
  Greenwood Village, CO
• 2014-01-17 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-17

Other Names

• Joe C Raskauskas
• Joe Rakauskas
• Joseph Casimir Raskauskas
• Joseph Casimir Raskauskas