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Albert R. Heath

Edelman Financial Engines

Federal Way, WA

St. George, UT

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-05-20
UT RA APPROVED 2023-04-14
TX RA APPROVED 2023-04-13
  • WA RA
    APPROVED
    Since 2025-05-20
  • UT RA
    APPROVED
    Since 2023-04-14
  • TX RA
    APPROVED
    Since 2023-04-13

Branch Locations

32001 32Nd Avenue South Suite 330, Federal Way, WA 98001 • United States

St. George, UT • 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
Financial Engines Advisors L.L.C. Santa Clara CA 07/2017 02/2023
Wittwer Inc St. George UT 07/2014 07/2017
Financial Engines Advisors L.L.C. Santa Clara CA 04/2023 07/2024
Edelman Financial Engines Santa Clara CA 07/2024 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-20
  • S65 Uniform Investment Adviser Law Examination
    2023-01-20
Other Names
  • Albert R. Heath

View on SEC IAPD

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