Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Texas
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Texas, by city and A to Z.
43 registered advisors work at Edelman Financial Engines in Texas, out of 650 nationwide; it's the firm's number 4 state by advisors, and the most are in Dallas (15). 11 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors by city in Texas
Every firm in Texas →Dallas 15Austin 6Houston 6Spring 3Frisco 2San Antonio 2Sugar Land 2Celina 1Haslet 1Kyle 1Plano 1Richardson 1The Woodlands 1Tomball 1
Edelman Financial Engines advisors in Texas, A to Z
Search by name →- Matthew J. AlmaguerDallas
- Lori S. BensingDallas
- Sandra M. Bloem-CurtisSpring
- Oriana L. BonsembianteTomball
- Bert L. BoutteSugar Land
- Jordan R. BowmanFrisco
- Johnathan A. CherryDallas · Certified Financial Planner
- Spencer D. CrowSan Antonio · Certified Financial Planner
- Mark B. DigiovanniSpring · Certified Financial Planner
- Cody D. DravesAustin
- Daniel A. EinsteinDallas
- Robert T. FennoSpring
- Garrett I. GalberachDallas
- Magdalena L. GalindoFrisco
- Luke E. GeraldAustin · Certified Financial Planner
- Tasha C. GilkeyAustin
- Chase M. GormanDallas · Certified Financial Planner
- Andrew S. HedrickSan Antonio · Certified Financial Planner, Chartered Financial Consultant
- Eric KalmikoffDallas
- Christopher S. KennyAustin
- David J. KetterKyle
- Joel A. KoelpinCelina
- Sara C. KulaPlano
- Ryan N. LedetHaslet
- Makayla D. MachacekDallas · Certified Financial Planner
- Christopher S. MattoxDallas
- Hunter MosesRichardson
- Masi MottHouston
- Richard E. MuddAustin
- Brian P. MuellerHouston · Certified Financial Planner
- Bryan J. NordinDallas
- Kay L. RussellAustin
- Aleksandra ShteynDallas · Certified Financial Planner
- Alex B. ShurinSugar Land · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. SisonDallas
- Matthew C. UlrickDallas · Certified Financial Planner
- Kalikolehua M. VeisehHouston
- Chance K. VogelThe Woodlands
- James W. WestDallas
- Hayley M. WilliamsHouston
- James E. Williams-WillisHouston
- Marious D. YanchesonDallas
- Hongjie ZhengHouston
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Edelman Financial Engines in other states
Virginia 88Arizona 59California 48Florida 40Massachusetts 34Washington 33New York 30Colorado 26Ohio 23Michigan 22Illinois 20Pennsylvania 18Maryland 17New Jersey 14Kansas 13Georgia 12North Carolina 12Missouri 11Wisconsin 11Kentucky 9Indiana 8Nevada 6Tennessee 6Alabama 4Connecticut 4Iowa 4Nebraska 4New Hampshire 4Oklahoma 4Oregon 4Rhode Island 4South Carolina 4Louisiana 3
Questions
How many Edelman Financial Engines financial advisors are in Texas?
43 investment adviser representatives are registered at Edelman Financial Engines offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 650 at the firm nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Edelman Financial Engines have the most advisors?
Dallas, with 15, then Austin (6). Edelman Financial Engines has advisors in 14 cities in Texas.
How do I check a Edelman Financial Engines advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.