Natalia Laura Herken

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

• 08/2010 → 04/2020
  American Century Investment Services Inc.
  Kansas City, MO
• 04/2020 → 10/2025
  Fisher Investments
  Plano, TX
• 10/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2020-07-21 → 2025-10-06
  Fisher Investments
  Plano, TX
  Plano, TX
• 2009-09-22 → 2010-03-25
  Edward Jones
  Olathe, KS
  St Louis, MO

Exams

• 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