Shannon Elizabeth Wojnicki

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

• 05/2020 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 06/2014 → 06/2016
  Rock N' Jenny's Italian Subs
  Escondido, CA
• 09/2016 → 08/2019
  Market Mindshift
  Phoenix, AZ
• 04/2018 → 12/2019
  Grand Canyon University Colangelo College Of Business
  Phoenix, AZ
• 06/2019 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rancho Bernardo, CA
• 06/2012 → 06/2016
  Del Lago Academy
  Escondido, CA
• 06/2016 → 12/2019
  Grand Canyon University
  Escondido, CA
• 12/2019 → 05/2020
  Unemployed
  Escondido, CA
• 08/2020 → 12/2021
  Bank Of America, N.A.
  San Diego, CA
• 01/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2020-09-10 → 2022-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  Newport Beach, CA
  New York, NY
  Escondido, CA
  Escondido, CA
  Escondido, CA
  Escondido, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-09

Other Names

• Shannon Walker
• Shannon Elizabeth Walker