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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2026-01-20 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
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