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.

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 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

May 31, 2018

First registration

Sep 28, 2018

Dual registered

no

Other names

ERIC C KALMIKOFF

IAPD individual key

6426071

• Occurred

  Feb 26, 2025
  Advisor changed firm

  Eric Kalmikoff left Confidence Wealth Management, Inc. for Edelman Financial Engines (registered 2025-05-14)

  Form ADVobserved 4 days ago
• Occurred

  May 8, 2024
  Advisor changed firm

  Eric Kalmikoff left Fisher Investments for Confidence Wealth Management, Inc. (registered 2024-11-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e0a8bd8-254b-43e6-fd22-793478aa4e7d

First observed

Sep 28, 2018

Last observed

Sep 14, 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.