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Megan Sowinski

Edelman Financial Engines

Mokena, IL

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-27
IL RA APPROVED 2022-10-03
  • TX RA
    APPROVED
    Since 2024-06-27
  • IL RA
    APPROVED
    Since 2022-10-03

Branch Locations

18927 Hickory Creek Dr Suite 310, Mokena, IL 60448 • 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
Fidelity Brokerage Services Llc Highland Park IL 07/2013 02/2021
Fidelity Personal And Workplace Advisors Highland Park IL 07/2018 02/2021
Fisher Investments Plainfield IL 03/2021 12/2021
J.P. Morgan Securities Llc Plainfield IL 12/2021 04/2022
Jp Morgan Chase Bank, N.A. Plainfield IL 12/2021 04/2022
Strategic Advisors Inc. Highland Park IL 11/2014 07/2018
Fidelity Investments Plainfield IL 07/2013 02/2021
Lpl Financial Llc Plainfield IL 04/2022 09/2022
Old National Bank Plainfield IL 04/2022 09/2022
Financial Engines Advisors L.L.C. Santa Clara CA 10/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-01
S63 Uniform Securities Agent State Law Examination 2013-10-28
  • S65 Uniform Investment Adviser Law Examination
    2014-08-01
  • S63 Uniform Securities Agent State Law Examination
    2013-10-28
Designations
Other Names
  • Megan Marie Malec
  • Megan Marie Sowinski

View on SEC IAPD

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Other Investors

JEFFREY STEPHEN CASTO
KATHLEEN CIMONETTI
RINO MANCINI
PAUL CHARLES BECHT
KYLE VAN HECKE
GENE PATRICK BECKER
Brian Michael Williams
William Robert Flowers

Other Offices

RETIREMENT PLAN ADVISORS, LLC · MOKENA, IL
LPL FINANCIAL LLC · MOKENA, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MOKENA, IL
EDWARD JONES · MOKENA, IL
LPL FINANCIAL LLC · MOKENA, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Mokena, IL
GRADIENT ADVISORS, LLC · MOKENA, IL
LPL FINANCIAL LLC · MOKENA, IL

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