William Cooke Tracy

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

• 04/2008 → 11/2016
  Tmfs Advisors, Llc
  Overland Park, KS
• 04/2008 → 11/2016
  The Mutual Fund Store, Llc
  Overland Park, KS
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Overland Park, KS

Previous Registrations

• 2009-02-12 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-31

Designations

• Chartered Financial Analyst

Other Names

• William Cooke Tracy