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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| MO | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Justin Fuehrmeyer | Springfield | MO | 09/2016 | 10/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2016 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Springfield | MO | 07/2017 | 01/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2018 | 01/2019 |
| Mutual Of Omaha | Springfield | MO | 12/2018 | 10/2025 |
| Mutual Of Omaha Investor Services | Springfield | MO | 12/2018 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-09 |
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