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Tasha Christine Gilkey

Edelman Financial Engines

Austin, TX

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-01
TX RA APPROVED 2022-01-20
  • AZ RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED
    Since 2022-01-20

Branch Locations

Austin, TX • United States

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • 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
Financial Engines Advisors L.L.C. Santa Clara CA 11/2021 03/2026
Wells Fargo Bank N.A. Tucson AZ 05/2012 02/2019
Desert Financial Credit Union Scottsdale AZ 03/2019 11/2021
Edelman Financial Engines Santa Clara CA 03/2026 Present
  • 11/2021 → 03/2026
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 05/2012 → 02/2019
    Wells Fargo Bank N.A.
    Tucson, AZ
  • 03/2019 → 11/2021
    Desert Financial Credit Union
    Scottsdale, AZ
  • 03/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-05
  • S65 Uniform Investment Adviser Law Examination
    2022-01-05
Other Names
  • Tasha Mcconnell
  • Tasha Christine Mcconnell

View on SEC IAPD

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