Benjamin Robert Neubauer

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

• 05/2015 → 01/2024
  Fisher Investments
  Camas, WA
• 05/2015 → 01/2024
  Fisher Investments
  Tampa, FL
• 01/2024 → 03/2025
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 03/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-02-14 → 2025-03-25
  Camarda Wealth Advisory Group
  Fleming Island, FL
  Tampa, FL
  St. Petersburg, FL
• 2015-12-14 → 2024-02-05
  Fisher Investments
  Plano, TX
  Camas, WA
  Tampa, FL

Other Businesses

N/A; INVESTMENT RELATED: No; ADDRESS: Tampa, FL 33635; NATURE: Personal Real Estate Investment Properties; POSITION: Owner; START DATE: 01/01/2008; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs., DUTIES: All functions have been delegated to property management co.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-14

Other Names

• Ben Robert Neubauer