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RIA / WealthAdvisorCertified Financial Planner12 years in industry

RODNEY JAMES WILLYERD

Advisor at EDELMAN FINANCIAL ENGINES

MANASSAS, VA

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Search this name across graphsid dfx:ria:395db1d2-4987-1c4c-33aa-e957f47a8051

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 21, 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: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 20, 2014
First registration: Oct 21, 2014
Dual registered: no
Other names: ROD WILLYERD
IAPD individual key: 4094967

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 8, 2025	n/a	yes	MANASSAS, VA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 2, 2022	Jun 27, 2023	no	WESTLAKE, TX\|Cottonwood Heights, UT	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Oct 21, 2014	Jun 27, 2023	no	SALT LAKE CITY, UT\|EAST MIDVALE, UT\|Cottonwood Heights, UT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 21, 2014	Oct 14, 2022	no	SALT LAKE CITY, UT\|Cottonwood Heights, UT	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
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Jun 27, 2023	Mar 2, 2022	-482	Channel change	RIA to ibd
CHARLES SCHWAB & CO., INC.	EDELMAN FINANCIAL ENGINES	Jun 27, 2023	Jul 8, 2025	742	Firm change after gap	Ibd to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Oct 21, 2014	-2,915	Bulk transfer	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Jul 8, 2025 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 21, 2014 to Jun 27, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 2, 2022 to Jun 27, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 21, 2014 to Oct 14, 2022factForm ADV

Dated events

Occurred
Jun 27, 2023
Advisor changed firm
Rodney James Willyerd left Charles Schwab & Co., Inc. for Edelman Financial Engines (registered 2025-07-08)
Form ADVobserved 5 days ago