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Advisor at EDELMAN FINANCIAL ENGINES
EAU CLAIRE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | Independent wealth | Sep 22, 2025 | n/a | yes | EAU CLAIRE, WI | Current employment |
| HASENBERG FINANCIAL GROUP | Former SEC adviser | Sep 27, 2024 | Oct 29, 2025 | no | EAU CLAIRE, WI|EAU CLAIRE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HASENBERG FINANCIAL GROUP | EDELMAN FINANCIAL ENGINES | Oct 29, 2025 | Sep 22, 2025 | -37 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 326053:104510:WI:2025-10-29 | Oct 29, 2025 | Sep 22, 2025 | EAU CLAIRE, WI | Firm change after gap |