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Oliver Philip Wilson

Edelman Financial Engines

Englewood, CO

CRD 6582763

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-11-27
TX RA APPROVED 2023-11-27
  • CO RA
    APPROVED
    Since 2023-11-27
  • TX RA
    APPROVED
    Since 2023-11-27

Branch Locations

Englewood, CO • 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
Fidelity Investments Greenwood Village CO 11/2015 11/2017
Charles Schwab & Co., Inc. Lone Tree CO 01/2018 09/2019
Summit Wealth Group Lakewood CO 02/2020 06/2023
Unemployed Englewood CO 09/2019 02/2020
Commonwealth Financial Network Waltham MA 02/2020 06/2023
Financial Engines Advisors L.L.C. Santa Clara CA 11/2023 Present
Unemployed Englewood CO 06/2023 11/2023
  • 11/2015 → 11/2017
    Fidelity Investments
    Greenwood Village, CO
  • 01/2018 → 09/2019
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 02/2020 → 06/2023
    Summit Wealth Group
    Lakewood, CO
  • 09/2019 → 02/2020
    Unemployed
    Englewood, CO
  • 02/2020 → 06/2023
    Commonwealth Financial Network
    Waltham, MA
  • 11/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 06/2023 → 11/2023
    Unemployed
    Englewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2015-12-28
  • S65 Uniform Investment Adviser Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2015-12-28

View on SEC IAPD

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