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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-22 |
| TX | RA | APPROVED | 2026-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Missouri State University | Maryville | MO | 08/2015 | 12/2019 |
| Northwest Missouri State | Maryville | MO | 09/2015 | 04/2020 |
| United States Census Bureau | Maryville | MO | 07/2020 | 09/2020 |
| Charlies Car Wash | Wichita | KS | 11/2020 | 02/2021 |
| Wichita State University | Wichita | KS | 08/2020 | 07/2022 |
| Wichita State University | Wichita | KS | 03/2021 | 08/2022 |
| Unemployed | Wichita | KS | 08/2022 | 10/2022 |
| Ups | Wichita | KS | 11/2022 | 01/2023 |
| Resolutions Therapy | Wichita | KS | 01/2023 | 08/2023 |
| Chicken N Pickle | Wichita | KS | 10/2023 | 06/2026 |
| Edelman Financial Engines | Santa Clara | CA | 06/2026 | Present |
1. Air Capital Counseling and Assessment; not investment related; 2420 N Woodlawn Blvd Bldg 300 Wichita, KS 67220; counseling; therapist; 07/2023; 8 hours per month; 0 hours during securities trading hours; Provide Therapeutic Services to Clients. 2. Chicken N Pickle; not investment related; 1240 N Greenwich Rd Wichita, KS 67206; pickleball pro; 10/2023; 32 hours per month; 0 hours during securities trading hours; Pickleball Pro, League Coordinator, Customer Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-22 |
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