Emanuel Lizama

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

• 02/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 10/2020 → 02/2022
  Unemployed
  Las Vegas, NV
• 07/2017 → 10/2020
  Usaa
  Phoenix, AZ
• 01/2016 → 07/2017
  American Express
  Phoenix, AZ

Other Businesses

1) Sole Proprietor of Lizard-Llama Games LLC; not investment-related; home address; game and graphic designer; 20hrs during month and zero hours during securities trading hours; duties include developing games, scheduling playtesting, prototyping and selling games. 2) Savage Supper Club LLC; INVESTMENT RELATED: No; ADDRESS: 2764 N Green Valley Pkwy, Suite 800, Henderson, NV 89014; NATURE: Hot Sauce Manufacturing / Las Vegas Food Tourism; POSITION: Co-Owner; START DATE: 07/01/2026; NUMBER OF HOURS/MONTH: 24 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 06 Hrs.; DUTIES: Hot Sauce Manufacturing / Las Vegas Food Tourism.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-10

Other Names

• Lizama Emanuel