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Inactive

Haley Rachel Stinson

Edelman Financial Engines

Vancouver, WA

Portland, OR

Lynnwood, WA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-01-02
OR RA APPROVED 2022-10-11
  • WA RA
    APPROVED
    Since 2024-01-02
  • OR RA
    APPROVED
    Since 2022-10-11

Branch Locations

203 Se Park Plaza Dr Suite 115, Vancouver, WA 98684 • United States

10500 Sw Greenburg Rd Suite 200, Portland, OR 97223 • United States

20700 44Th Ave W Suite 500, Lynnwood, WA 98036 • 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
Edward Jones St Louis MO 01/2018 09/2022
Jpmorgan Chase Woodburn OR 01/2015 01/2018
Financial Engines Advisors L.L.C. Santa Clara CA 10/2022 Present
  • 01/2018 → 09/2022
    Edward Jones
    St Louis, MO
  • 01/2015 → 01/2018
    Jpmorgan Chase
    Woodburn, OR
  • 10/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2018-03-28 → 2022-10-05
    Edward Jones
    Salem, OR
    Aurora, OR
    St Louis, MO
    Salem, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-27
  • S66 Uniform Combined State Law Examination
    2018-03-27
Designations
Other Names
  • Haley Hofeld
  • Haley Rachel Kahrmann
  • Haley Rachel Hofeld

View on SEC IAPD

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Other Investors

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SHENA QUEN BARTLETT
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Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

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