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Inactive

Emilee Baker

Edelman Financial Engines

Birmingham, AL

Houston, TX

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-05-20
TX RA APPROVED 2024-08-29
  • AL RA
    APPROVED
    Since 2025-05-20
  • TX RA
    APPROVED
    Since 2024-08-29

Branch Locations

3595 Grandview Parkway Suite 475, Birmingham, AL 35243 • United States

777 North Eldridge Parkway Suite 420, Houston, TX 77079 • 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
Peachtree City Christian Church Peachtree City GA 08/2016 01/2018
Unemployed Peachtree City GA 02/2018 07/2019
Student Statesboro GA 08/2019 05/2021
United Rentals Inc Atlanta GA 05/2021 02/2022
Financial Engines Advisors, L.L.C. Santa Clara CA 02/2022 07/2024
Edelman Financial Engines Santa Clara CA 07/2024 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 01/2026
Edelman Financial Engines Santa Clara CA 01/2026 Present
  • 08/2016 → 01/2018
    Peachtree City Christian Church
    Peachtree City, GA
  • 02/2018 → 07/2019
    Unemployed
    Peachtree City, GA
  • 08/2019 → 05/2021
    Student
    Statesboro, GA
  • 05/2021 → 02/2022
    United Rentals Inc
    Atlanta, GA
  • 02/2022 → 07/2024
    Financial Engines Advisors, L.L.C.
    Santa Clara, CA
  • 07/2024 → 10/2025
    Edelman Financial Engines
    Santa Clara, CA
  • 10/2025 → 01/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 01/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-03
  • S65 Uniform Investment Adviser Law Examination
    2024-06-03
Other Names
  • Emilee Anderson

View on SEC IAPD

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Other Investors

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Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

More in Birmingham, AL

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