Makayla Dawn Machacek

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

• 03/2014 → 05/2021
  Unemployed
  Fort Worth, TX
• 06/2021 → 07/2021
  Vector Marketing
  Olean, NY
• 08/2021 → 12/2021
  Unemployed
  Fort Worth, TX
• 01/2022 → 12/2022
  Aqua-Tots Swim School
  Fort Worth, TX
• 09/2022 → 03/2023
  Mindlance
  Union, NJ
• 03/2023 → 07/2025
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2024 → 07/2025
  Charles Schwab Bank, Ssb
  Westlake, TX
• 07/2025 → 12/2025
  Evergreen Wealth Advisors
  Plano, TX
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2025-08-21 → 2025-12-15
  Evergreen Wealth Advisors
  Plano, TX
• 2023-06-22 → 2025-08-22
  Charles Schwab & Co., Inc.
  Westlake, TX

Other Businesses

1) Makayla Machacek Rental Property|Investment Related: No|7413 Meadowdale Dr, Watagua, Texas, 76244, United States|Real Estate (Non-Agent/Broker)|Owner|7/1/2024|Less than 20 hour/month - 0 during trading hours|passive income, tenants in rental property 2) Dawn Investments LLC; INVESTMENT RELATED: No; ADDRESS: Fort Worth TX 76244; NATURE: Real Estate; POSITION: Sole proprietor; START DATE: May 2023; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Owner/sole proprietor.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-17

Designations

• Certified Financial Planner

Other Names

• Makayla Machacek