Megan Sowinski

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

• 07/2013 → 02/2021
  Fidelity Brokerage Services Llc
  Highland Park, IL
• 07/2018 → 02/2021
  Fidelity Personal And Workplace Advisors
  Highland Park, IL
• 03/2021 → 12/2021
  Fisher Investments
  Plainfield, IL
• 12/2021 → 04/2022
  J.P. Morgan Securities Llc
  Plainfield, IL
• 12/2021 → 04/2022
  Jp Morgan Chase Bank, N.A.
  Plainfield, IL
• 11/2014 → 07/2018
  Strategic Advisors Inc.
  Highland Park, IL
• 07/2013 → 02/2021
  Fidelity Investments
  Plainfield, IL
• 04/2022 → 09/2022
  Lpl Financial Llc
  Plainfield, IL
• 04/2022 → 09/2022
  Old National Bank
  Plainfield, IL
• 10/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2022-04-11 → 2022-09-20
  Lpl Financial Llc
  Plainfield, IL
  Morris, IL
  Gardner, IL
  Seneca, IL
  Wilmington, IL
  Coal City, IL
  Shorewood, IL
  Sandwich, IL
  Morris, IL
• 2021-12-20 → 2022-04-02
  J.P. Morgan Securities Llc
  Plainfield, IL
• 2021-03-18 → 2021-12-08
  Fisher Investments
  Plano, TX
  Plainfield, IL
• 2018-07-13 → 2021-03-03
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-12-04 → 2018-07-13
  Strategic Advisers Llc
  Naperville, IL
  Geneva, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-01
• S63 Uniform Securities Agent State Law Examination
  2013-10-28

Designations

• Certified Financial Planner

Other Names

• Megan Marie Malec
• Megan Marie Sowinski