Zachery Michael West

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

• 12/2016 → 06/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2017 → 09/2018
  Northwestern Mutual Investment Services Llc
  Bozeman, MT
• 05/2016 → 05/2018
  Student
  Bozeman, MT
• 08/2018 → 06/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2018 → 06/2019
  Northwestern Mutual Investment Services Llc
  Cedar Rapids, IA
• 07/2019 → 05/2022
  Fisher Investments
  Plano, TX
• 06/2022 → Present
  Financial Engines Advisors L.L.C
  Santa Clara, CA

Previous Registrations

• 2019-08-26 → 2022-05-25
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-26
• S63 Uniform Securities Agent State Law Examination
  2018-02-24

Other Names

• Zachery Michael West