Wendy Kae Martinez

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

• 05/2014 → 09/2018
  Financial Engines Advisors L.L.C.
  Westminster, CO
• 09/2018 → Present
  Financial Engines Advisors L.L.C.
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-28

Other Names

• Wendy Kae Clark