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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-28 |
| TX | RA | APPROVED | 2026-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Financial Services, Inc | Greenwood Village | CO | 12/2022 | 11/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 11/2023 | 01/2026 |
| Canton Prep High School | Canton | MI | 11/2013 | 09/2016 |
| Northridge Church | Plymouth | MI | 09/2015 | 02/2020 |
| Doordash | Canton | MI | 03/2020 | 03/2021 |
| All Medical Personnel | South East Michigan | MI | 03/2021 | 04/2022 |
| Exp Realty | Novi | MI | 04/2022 | 11/2022 |
| Edelman Financial Engines | Santa Clara | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-15 |
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