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RIA / WealthAdvisor25 years in industry

JONATHAN MICHAEL HEMMESCH

Advisor at EDELMAN FINANCIAL ENGINES

MINNETONKA, MN

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Search this name across graphsid dfx:ria:06efcbe4-2a28-8dc5-b277-234b89165685

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 9, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Aug 9, 2001
First registration: Jan 9, 2014
Dual registered: no
IAPD individual key: 4408928

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Jun 8, 2022	n/a	yes	MINNETONKA, MN	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 1, 2021	Apr 29, 2022	no	Minnetonka, MN	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 16, 2019	Jul 26, 2021	no	EDINA, MN	Previous registration
BERGANKDV WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 21, 2016	Oct 3, 2018	no	BLOOMINGTON, MN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 9, 2014	Feb 11, 2016	no	MINNEAPOLIS, MN\|Minneapolis, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Apr 29, 2022	Jun 8, 2022	40	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Jul 26, 2021	Sep 1, 2021	37	Firm change	Ibd to ibd
BERGANKDV WEALTH MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 3, 2018	Apr 16, 2019	195	Firm change	RIA to ibd
CHARLES SCHWAB & CO., INC.	BERGANKDV WEALTH MANAGEMENT, LLC	Feb 11, 2016	Jan 21, 2016	-21	Firm change	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Jun 8, 2022 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 1, 2021 to Apr 29, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 16, 2019 to Jul 26, 2021factForm ADV
→ BERGANKDV WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 21, 2016 to Oct 3, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 9, 2014 to Feb 11, 2016factForm ADV

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
Jonathan Michael Hemmesch left Ameriprise Financial Services, Llc for Edelman Financial Engines (registered 2022-06-08)
Form ADVobserved 5 days ago