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Taralee Sundberg

Edelman Financial Engines

Lynnwood, WA

Salt Lake City, UT

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-13
WA RA APPROVED 2017-10-02
UT RA APPROVED 2017-02-06
  • TX RA
    APPROVED_RES
    Since 2022-01-13
  • WA RA
    APPROVED
    Since 2017-10-02
  • UT RA
    APPROVED
    Since 2017-02-06

Branch Locations

20700 44Th Ave W. Suite 500, Lynnwood, WA 98036 • United States

2795 East Cottonwood Parkway Suite 670, Salt Lake City, UT 84121 • 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
Financial Engines Advisor Center, Llc St. George UT 08/2016 11/2016
Financial Engines Advisors L.L.C. St. George UT 12/2016 09/2017
Financial Engines Advisors L.L.C. Seattle WA 10/2017 08/2026
Edelman Financial Engines Santa Clara CA 08/2026 Present
  • 08/2016 → 11/2016
    Financial Engines Advisor Center, Llc
    St. George, UT
  • 12/2016 → 09/2017
    Financial Engines Advisors L.L.C.
    St. George, UT
  • 10/2017 → 08/2026
    Financial Engines Advisors L.L.C.
    Seattle, WA
  • 08/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-04
  • S65 Uniform Investment Adviser Law Examination
    2017-02-04
Other Names
  • Taralee Hodges

View on SEC IAPD

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