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RIA / WealthAdvisorCertified Financial Planner27 years in industry

AARON JOSEPH HALEY

Advisor at EDELMAN FINANCIAL ENGINES

PARKER, CO

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Search this name across graphsid dfx:ria:7524bb73-efaa-c752-3366-043e2d4e0ebd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 25, 1999 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: Jan 21, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 21, 1999
First registration: May 25, 1999
Dual registered: no
Other names: AARON HALEY
IAPD individual key: 2985590

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 7, 2022	n/a	yes	PARKER, CO	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Apr 27, 2021	Jun 21, 2022	no	Lone Tree, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 23, 2020	Apr 27, 2021	no	Colorado Springs, CO\|Lone Tree, CO\|Phoenix, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 6, 2006	Jan 8, 2018	no	SAN ANTONIO, TX\|COLORADO SPRINGS, CO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 25, 1999	Mar 31, 2006	no	STEPHENVILLE, 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
SCHWAB WEALTH ADVISORY, INC.	EDELMAN FINANCIAL ENGINES	Jun 21, 2022	Jul 7, 2022	16	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Apr 27, 2021	Apr 27, 2021	0	Channel change	Other
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	May 23, 2020	-1	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	USAA FINANCIAL PLANNING SERVICES	Mar 31, 2006	Apr 6, 2006	6	Firm change	Ibd to new firm

Relationships

Registered with (6)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Jul 7, 2022 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Apr 27, 2021 to Jun 21, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 23, 2020 to Apr 27, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 6, 2006 to Jan 8, 2018factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 25, 1999 to Mar 31, 2006factForm ADV

Dated events

Occurred
Jun 21, 2022
Advisor changed firm
Aaron Joseph Haley left Schwab Wealth Advisory, Inc. for Edelman Financial Engines (registered 2022-07-07)
Form ADVobserved 4 days ago