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Wendy Kae Martinez

Edelman Financial Engines

Westminster, CO

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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 2021-08-31
CO RA APPROVED 2017-08-28
  • TX RA
    APPROVED_RES
    Since 2021-08-31
  • CO RA
    APPROVED
    Since 2017-08-28

Branch Locations

1120 W. 122Nd Ave Suite 300, Westminster, CO 80234 • 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 Advisors L.L.C. Westminster CO 05/2014 09/2018
Financial Engines Advisors L.L.C. Denver CO 09/2018 Present
  • 05/2014 → 09/2018
    Financial Engines Advisors L.L.C.
    Westminster, CO
  • 09/2018 → Present
    Financial Engines Advisors L.L.C.
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-28
  • S65 Uniform Investment Adviser Law Examination
    2017-08-28
Other Names
  • Wendy Kae Clark

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · WESTMINSTER, CO
WELLS FARGO CLEARING SERVICES, LLC · WESTMINSTER, CO
ASCENSUS INVESTMENT ADVISORS, LLC · BROOMFIELD, CO
KEY INVESTMENT SERVICES LLC · Westminster, CO
EDWARD JONES · WESTMINSTER, CO
WEALTH WATCH ADVISORS, INC · WESTMINSTER, CO
WORTH ADVISORS · Westminster, CO
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC · WESTMINSTER, CO

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