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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Wisconsin, by city and A to Z.

The short answer

11 registered advisors work at Edelman Financial Engines in Wisconsin, out of 650 nationwide; it's the firm's number 20 state by advisors, and the most are in Waukesha (3). 4 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors by city in Wisconsin

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Waukesha 3Eau Claire 2Madison 2Altoona 1Brookfield 1Elkhorn 1Hudson 1

Edelman Financial Engines advisors in Wisconsin, A to Z

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Edelman Financial Engines advisors in every state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Advisor Moves: who changed firms this week →

Edelman Financial Engines in other states

Virginia 88Arizona 59California 48Texas 43Florida 40Massachusetts 34Washington 33New York 30Colorado 26Ohio 23Michigan 22Illinois 20Pennsylvania 18Maryland 17New Jersey 14Kansas 13Georgia 12North Carolina 12Missouri 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 Wisconsin?

11 investment adviser representatives are registered at Edelman Financial Engines offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 650 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Edelman Financial Engines have the most advisors?

Waukesha, with 3, then Eau Claire (2). Edelman Financial Engines has advisors in 7 cities in Wisconsin.

How do I check a Edelman Financial Engines advisor in Wisconsin?

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.