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Eric Martin Peterson

Edelman Financial Engines

Portland, OR

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2016-11-30
TX RA APPROVED 2016-11-30
  • OR RA
    APPROVED
    Since 2016-11-30
  • TX RA
    APPROVED
    Since 2016-11-30

Branch Locations

10500 Sw Greenburg Suite 200, Portland, OR 97223 • 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
Tmfs Advisors, Llc Overland Park KS 08/2015 11/2016
Financial Engines Advisors L.L.C. Portland OR 11/2016 Present
  • 08/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Portland, OR
Previous Registrations
  • 2015-08-19 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Portland, OR
    Overland Park, KS
  • 2007-07-25 → 2015-09-09
    The Mutual Fund Store
    Portland, OR
    Overland Park, KS
  • 2008-10-20 → 2008-12-09
    The Mutual Fund Store
    Overland Park, KS
  • 2007-02-28 → 2007-07-16
    Park Avenue Securities Llc
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-10
S63 Uniform Securities Agent State Law Examination 1985-02-05
  • S66 Uniform Combined State Law Examination
    2007-01-10
  • S63 Uniform Securities Agent State Law Examination
    1985-02-05
Designations

View on SEC IAPD

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Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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