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Ian Anthony Gedminas

Edelman Financial Engines

Columbus, OH

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-03
OH RA APPROVED 2019-08-07
  • TX RA
    APPROVED
    Since 2023-01-03
  • OH RA
    APPROVED
    Since 2019-08-07

Branch Locations

8800 Lyra Drive Suite 220, Columbus, OH 43240 • 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
Horter Investment Management Cincinnati OH 11/2014 07/2019
Horter Financial Strategies Cincinnati OH 04/2017 07/2019
Financial Engines Advisors L.L.C. Sunnyvale CA 07/2019 11/2021
Financial Engines Advisors L.L.C. Santa Clara CA 11/2021 Present
  • 11/2014 → 07/2019
    Horter Investment Management
    Cincinnati, OH
  • 04/2017 → 07/2019
    Horter Financial Strategies
    Cincinnati, OH
  • 07/2019 → 11/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 11/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-01
  • S65 Uniform Investment Adviser Law Examination
    2017-04-01
Designations

View on SEC IAPD

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PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

More in Columbus, OH

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