DFX Intelligence

Data Factory

RIA / WealthAdvisor23 years in industry

JOSEPH WILLIAM WHITMER

Advisor at EDELMAN FINANCIAL ENGINES

GRAND RAPIDS, MI

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:7a990ee0-1509-a745-63ea-00daa8f4cfcf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 14, 2003 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: Aug 27, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 27, 2003
First registration: Nov 14, 2003
Dual registered: no
Other names: JOSEPH W. WHITMER
IAPD individual key: 4028589

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	Sep 15, 2016	n/a	yes	GRAND RAPIDS, MI	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Jul 5, 2016	Dec 1, 2016	no	OVERLAND PARK, KS\|GRAND RAPIDS, MI	Previous registration
THE MUTUAL FUND STORE	n/a	Nov 18, 2014	Jul 26, 2016	no	GRAND RAPIDS, MI	Previous registration
TMFS-GRAND RAPIDS, LLC	Former SEC adviser	May 21, 2010	Jul 12, 2016	no	GRAND RAPIDS, MI	Previous registration
OSAIC FA, INC.	Former SEC adviser	Nov 14, 2003	Jun 23, 2004	no	FORT WAYNE, IN	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
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Dec 1, 2016	Sep 15, 2016	-77	Bulk transfer	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Jul 26, 2016	Jul 5, 2016	-21	Firm change	Other
TMFS-GRAND RAPIDS, LLC	THE MUTUAL FUND STORE	Jul 12, 2016	Nov 18, 2014	-602	Firm change after gap	Other
OSAIC FA, INC.	TMFS-GRAND RAPIDS, LLC	Jun 23, 2004	May 21, 2010	2,158	Firm change after gap	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Sep 15, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Jul 5, 2016 to Dec 1, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Nov 18, 2014 to Jul 26, 2016factForm ADV
→ TMFS-GRAND RAPIDS, LLCRegistered adviserregistration: previous registration
May 21, 2010 to Jul 12, 2016factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Nov 14, 2003 to Jun 23, 2004factForm ADV

Dated events

No dated event names this entity yet.