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Michelle Diane Clifford

Edelman Financial Engines

Las Vegas, NV

CRD 7561811

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-01-20
TX RA APPROVED_RES 2026-01-20
  • NV RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED_RES
    Since 2026-01-20

Branch Locations

Las Vegas, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc. Minneapolis MN 10/2022 01/2026
Rebar Las Vegas NV 09/2021 10/2023
Unemployed Las Vegas NV 07/2021 09/2021
Stock Farm Club Hamilton MT 05/2021 07/2021
Unemployed Las Vegas NV 03/2020 05/2021
Spiedini's Restaurante At J.W. Marriott Las Vegas NV 01/2019 03/2020
7Th & Carson Bistro Las Vegas NV 06/2018 01/2019
Oak & Ivy Las Vegas NV 03/2016 06/2018
Thrivent Financial Appleton WI 12/2023 04/2024
Thrivent Financial Appleton WI 04/2024 01/2026
Edelman Financial Engines Santa Clara CA 01/2026 Present
  • 10/2022 → 01/2026
    Minneapolis, MN
  • 09/2021 → 10/2023
    Rebar
    Las Vegas, NV
  • 07/2021 → 09/2021
    Unemployed
    Las Vegas, NV
  • 05/2021 → 07/2021
    Stock Farm Club
    Hamilton, MT
  • 03/2020 → 05/2021
    Unemployed
    Las Vegas, NV
  • 01/2019 → 03/2020
    Spiedini's Restaurante At J.W. Marriott
    Las Vegas, NV
  • 06/2018 → 01/2019
    7Th & Carson Bistro
    Las Vegas, NV
  • 03/2016 → 06/2018
    Oak & Ivy
    Las Vegas, NV
  • 12/2023 → 04/2024
    Thrivent Financial
    Appleton, WI
  • 04/2024 → 01/2026
    Thrivent Financial
    Appleton, WI
  • 01/2026 → Present
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2023-11-28

View on SEC IAPD

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