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RIA / WealthAdvisorCertified Financial Planner41 years in industry

ERIC MARTIN PETERSON

Advisor at EDELMAN FINANCIAL ENGINES

PORTLAND, OR

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Search this name across graphsid dfx:ria:14b345c3-4c58-31db-db9a-8bf4d0b57e8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2007 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: Feb 5, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 5, 1985
First registration: Feb 28, 2007
Dual registered: no
IAPD individual key: 1025268

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	Nov 30, 2016	n/a	yes	PORTLAND, OR	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Aug 19, 2015	Nov 30, 2016	no	PORTLAND, OR\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	n/a	Oct 20, 2008	Dec 9, 2008	no	OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Jul 25, 2007	Sep 9, 2015	no	PORTLAND, OR\|OVERLAND PARK, KS	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Feb 28, 2007	Jul 16, 2007	no	PORTLAND, OR\|PORTLAND, OR	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
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Nov 30, 2016	Nov 30, 2016	0	Bulk transfer	Other
THE MUTUAL FUND STORE	THE MUTUAL FUND STORE	Sep 9, 2015	Oct 20, 2008	-2,515	Firm change after gap	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Dec 9, 2008	Aug 19, 2015	2,444	Firm change after gap	Other
PARK AVENUE SECURITIES LLC	THE MUTUAL FUND STORE	Jul 16, 2007	Jul 25, 2007	9	Firm change	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 30, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Aug 19, 2015 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jul 25, 2007 to Sep 9, 2015factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Oct 20, 2008 to Dec 9, 2008factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Feb 28, 2007 to Jul 16, 2007factForm ADV

Dated events

No dated event names this entity yet.