William Walker Lohrey

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

• 09/2013 → 05/2017
  University Of Connecticut
  Storrs, CT
• 07/2017 → 07/2018
  Ameritas Life Insurance Company
  Towson, MD
• 10/2018 → 12/2020
  Cigna Life Insurance Company
  Bloomfield, CT
• 01/2021 → 02/2022
  New York Life Insurance Gbs
  Manchester, CT
• 02/2022 → 01/2024
  Connecticut Wealth Management
  Farmington, CT
• 02/2022 → 01/2024
  Connecticut Wealth Management, Llc
  Farmington, CT
• 02/2024 → 04/2026
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 04/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2022-10-14 → 2024-01-17
  Connecticut Wealth Management, Llc
  Farmington, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-14