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Inactive

Drew R Gibson

Edelman Financial Engines

Phoenix, AZ

Altoona, WI

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-04
TX RA APPROVED 2025-11-07
WI RA APPROVED 2025-09-22
  • AZ RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2025-11-07
  • WI RA
    APPROVED
    Since 2025-09-22

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States

Altoona, WI • 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
Hasenberg Financial Group Eau Claire WI 05/2024 10/2025
Great Planes Aviation Eau Claire WI 03/2024 07/2024
Menards Eau Claire WI 01/2022 01/2024
Synergy Cooperative Colfax WI 07/2018 01/2022
Unemployed Minor Colfax WI 09/2014 07/2018
Edelman Financial Engines Santa Clara CA 09/2025 04/2026
Edelman Financial Engines Santa Clara CA 04/2026 Present
  • 05/2024 → 10/2025
    Hasenberg Financial Group
    Eau Claire, WI
  • 03/2024 → 07/2024
    Great Planes Aviation
    Eau Claire, WI
  • 01/2022 → 01/2024
    Menards
    Eau Claire, WI
  • 07/2018 → 01/2022
    Synergy Cooperative
    Colfax, WI
  • 09/2014 → 07/2018
    Unemployed Minor
    Colfax, WI
  • 09/2025 → 04/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 04/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2024-09-13 → 2025-10-29
    Hasenberg Financial Group
    Eau Claire, WI
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

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