Dylan Mckinnon Wilkinson

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

• 03/2017 → 04/2020
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 06/2016 → 03/2017
  Guardian Life Insurance
  Tempe, AZ
• 04/2020 → Present
  Financial Engines Advisors L.L.C
  Kansas City, KS

Other Businesses

1) Rental Property; INVESTMENT RELATED: No; ADDRESS: 4241 Genessee Street, Kansas City, MO 64111; NATURE: Single Family Home Rental; POSITION: Owner; START DATE: 07/03/2023; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I own a rental property and rent out to a couple. I have a management company that manages the property for me. I just collect rent and pay for upkeep. The management company deals directly with the tenants.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-06