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RIA / WealthAdvisor27 years in industry

MICHAEL ROBERT OLDENBURG

Advisor at EDELMAN FINANCIAL ENGINES

BELLEVUE, WA

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:4f93d40b-1561-c0fb-d8a3-10bfe980eb42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 2, 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: Oct 14, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66|S63|S65
First exam: Oct 14, 1998
First registration: Sep 2, 2014
Dual registered: no
Other names: MICHAEL ROBERT SCOTT|MICHAEL SCOTT
IAPD individual key: 3013655

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	Mar 12, 2020	n/a	yes	BELLEVUE, WA	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 2, 2014	Apr 6, 2018	no	SEATTLE, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 2, 2014	Apr 6, 2018	no	Chicago, IL\|Seattle, WA\|Westlake, TX\|SAN DIEGO, CA\|Westlake, TX	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	EDELMAN FINANCIAL ENGINES	Apr 6, 2018	Mar 12, 2020	706	Firm change after gap	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 6, 2018	Sep 2, 2014	-1,312	Channel change	Other

Team moves

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

Team	Left	Joined	From	Kind
7870:111514:TX:2018-04-04	Apr 6, 2018	Sep 2, 2014	WESTLAKE, TX	Firm change after gap

Relationships

Registered with (3)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Mar 12, 2020 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 2, 2014 to Apr 6, 2018factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 2, 2014 to Apr 6, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f93d40b-1561-c0fb-d8a3-10bfe980eb42
First observed: Sep 2, 2014
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.

MICHAEL ROBERT OLDENBURG

Advisor at EDELMAN FINANCIAL ENGINES

BELLEVUE, WA

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:4f93d40b-1561-c0fb-d8a3-10bfe980eb42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EDELMAN FINANCIAL ENGINES

Independent wealth

Mar 12, 2020

n/a

yes

BELLEVUE, WA

Current employment

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Former SEC adviser

Sep 2, 2014

Apr 6, 2018

SEATTLE, WA

Previous registration

TD AMERITRADE, INC.

Former SEC adviser

Sep 2, 2014

Apr 6, 2018

Chicago, IL|Seattle, WA|Westlake, TX|SAN DIEGO, CA|Westlake, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

EDELMAN FINANCIAL ENGINES

Apr 6, 2018

Mar 12, 2020

706

Firm change after gap

RIA to RIA

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Apr 6, 2018

Sep 2, 2014

-1,312

Channel change

Other

Team

Left

Joined

From

Kind

7870:111514:TX:2018-04-04

Apr 6, 2018

Sep 2, 2014

WESTLAKE, TX

Firm change after gap