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Samuel Zachary Lindemann

Edelman Financial Engines

Roseville, CA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-09
  • CA RA
    APPROVED
    Since 2021-06-09

Branch Locations

2901 Douglas Blvd Suite 250, Roseville, CA 95661 • 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
Charles Schwab & Co., Inc.. Folsom CA 01/2013 05/2021
Charles Schwab Bank Folsom CA 12/2014 05/2021
Financial Engines Advisors L.L.C. Santa Clara CA 06/2021 Present
  • 01/2013 → 05/2021
    Charles Schwab & Co., Inc..
    Folsom, CA
  • 12/2014 → 05/2021
    Charles Schwab Bank
    Folsom, CA
  • 06/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-28
S63 Uniform Securities Agent State Law Examination 2014-01-27
  • S66 Uniform Combined State Law Examination
    2015-01-28
  • S63 Uniform Securities Agent State Law Examination
    2014-01-27
Designations
Other Names
  • Zach Lindemann

View on SEC IAPD

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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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