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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm | Des Moines | IA | 06/2021 | 04/2023 |
| Whatcha Smokin Bbq | Luther | IA | 06/2017 | 06/2021 |
| Fareway Grocery | West Des Moines | IA | 03/2012 | 06/2017 |
| Mokosak Advisory Group, Llc | Urbandale | IA | 04/2023 | 11/2024 |
| Edelman Financial Engines | Santa Clara | CA | 08/2025 | Present |
| Unemployed | Johnston | IA | 11/2024 | 08/2025 |
1) Outsmoked, LLC; INVESTMENT RELATED: No; ADDRESS: 6109 NW 49th St; NATURE: Food Service; POSITION: Agent/Board of Advisors; START DATE: 06/13/2025; NUMBER OF HOURS/MONTH: 15 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Leadership, coaching, advising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-20 |
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