Albert R. Heath

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

• 07/2017 → 02/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 07/2014 → 07/2017
  Wittwer Inc
  St. George, UT
• 04/2023 → 07/2024
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 07/2024 → 10/2025
  Edelman Financial Engines
  Santa Clara, CA
• 10/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-01-24 → 2023-02-24
  Edelman Financial Engines
  St George, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-20

Other Names

• Albert R. Heath