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Natalia Laura Herken

Edelman Financial Engines

Fairfax, VA

Van Alstyne, TX

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-23
TX RA APPROVED 2025-10-22
  • VA RA
    APPROVED
    Since 2025-10-23
  • TX RA
    APPROVED
    Since 2025-10-22

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

Van Alstyne, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services Inc. Kansas City MO 08/2010 04/2020
Fisher Investments Plano TX 04/2020 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-21
S66 Uniform Combined State Law Examination 2009-09-18
  • S65 Uniform Investment Adviser Law Examination
    2020-07-21
  • S66 Uniform Combined State Law Examination
    2009-09-18
Other Names
  • Natalia L Rodriguez
  • Natalia Rodriguez
  • Natalia Laura Rodriguez

View on SEC IAPD

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Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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