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RIA / WealthAdvisorCertified Financial Planner26 years in industry

AARON CHARLES SCHMOEKEL

Advisor at EDELMAN FINANCIAL ENGINES

ROSEVILLE, CA | WOODLAND, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e3bf2eb-8c17-d701-826c-7fdb88a3cb57

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 6, 2001 to Sep 15, 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: Oct 6, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 6, 1999
First registration: Aug 6, 2001
Dual registered: no
Other names: AARON C SCHMOEKEL
IAPD individual key: 4027795

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	Jul 25, 2022	n/a	yes	ROSEVILLE, CA\|WOODLAND, CA	Current employment
SMART INVESTOR, LLC	Former SEC adviser	Feb 22, 2018	Aug 25, 2022	no	Woodland, CA\|ROSEVILLE, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 14, 2006	Feb 24, 2018	no	ROSEVILLE, CA\|WOODLAND, CA\|FORT MILL, SC\|WOODLAND, CA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Aug 6, 2001	Dec 15, 2006	no	ROSEVILLE, CA\|WOODLAND, CA	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
SMART INVESTOR, LLC	EDELMAN FINANCIAL ENGINES	Aug 25, 2022	Jul 25, 2022	-31	Firm change after gap	RIA to RIA
LPL FINANCIAL LLC	SMART INVESTOR, LLC	Feb 24, 2018	Feb 22, 2018	-2	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	LPL FINANCIAL LLC	Dec 15, 2006	Dec 14, 2006	-1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
116587:104510:CA:2022-08-25	Aug 25, 2022	Jul 25, 2022	ROSEVILLE, CA	Firm change after gap

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Jul 25, 2022 to presentfactForm ADV
→ SMART INVESTOR, LLCRegistered adviserregistration: previous registration
Feb 22, 2018 to Aug 25, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 14, 2006 to Feb 24, 2018factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Aug 6, 2001 to Dec 15, 2006factForm ADV

Dated events

Occurred
Aug 25, 2022
Advisor changed firm
Aaron Charles Schmoekel left Smart Investor, Llc for Edelman Financial Engines (registered 2022-07-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e3bf2eb-8c17-d701-826c-7fdb88a3cb57
First observed: Aug 6, 2001
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AARON CHARLES SCHMOEKEL

Advisor at EDELMAN FINANCIAL ENGINES

ROSEVILLE, CA | WOODLAND, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e3bf2eb-8c17-d701-826c-7fdb88a3cb57

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EDELMAN FINANCIAL ENGINES

Independent wealth

Jul 25, 2022

n/a

yes

ROSEVILLE, CA|WOODLAND, CA

Current employment

SMART INVESTOR, LLC

Former SEC adviser

Feb 22, 2018

Aug 25, 2022

Woodland, CA|ROSEVILLE, CA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Dec 14, 2006

Feb 24, 2018

ROSEVILLE, CA|WOODLAND, CA|FORT MILL, SC|WOODLAND, CA

Previous registration

VALIC FINANCIAL ADVISORS, INC.

Bd affiliated wealth

Aug 6, 2001

Dec 15, 2006

ROSEVILLE, CA|WOODLAND, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SMART INVESTOR, LLC

EDELMAN FINANCIAL ENGINES

Aug 25, 2022

Jul 25, 2022

-31

Firm change after gap

RIA to RIA

LPL FINANCIAL LLC

SMART INVESTOR, LLC

Feb 24, 2018

Feb 22, 2018

-2

Firm change

Other

VALIC FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

Dec 15, 2006

Dec 14, 2006

-1

Firm change

Other

Team

Left

Joined

From

Kind

116587:104510:CA:2022-08-25

Aug 25, 2022

Jul 25, 2022

ROSEVILLE, CA

Firm change after gap