Joel Andrew Koelpin

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

• 08/2021 → 05/2024
  Fisher Investments
  Plano, TX
• 01/2018 → 04/2021
  Citizens Bank Minnesota
  New Ulm, MN
• 08/2015 → 05/2017
  Frandsen Bank & Trust
  New Ulm, MN
• 08/2019 → 07/2021
  Minnesota State University, Mankato
  Mankato, MN
• 08/2017 → 05/2019
  Martin Luther College
  New Ulm, MN
• 09/2018 → 07/2021
  Self-Employed
  New Ulm, MN
• 08/2013 → 05/2017
  Minnesota Valley Lutheran High School
  New Ulm, MN
• 08/2024 → 04/2025
  Edelman Financial Engines
  Santa Clara, CA
• 06/2024 → 07/2024
  Unemployed
  Plano, TX
• 05/2017 → 01/2018
  New Ulm Country Club
  New Ulm, MN
• 04/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-12-07 → 2024-05-29
  Fisher Investments
  Plano, TX
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07

Other Names

• Joel Koelpin