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.

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

May 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 6, 2022

First registration

Dec 19, 2022

Dual registered

no

IAPD individual key

7325820

• Occurred

  Oct 29, 2025
  Advisor changed firm

  Connor J Koviak left Hasenberg Financial Group for Edelman Financial Engines (registered 2025-09-22)

  Form ADVobserved 5 days ago
• Occurred

  Oct 4, 2023
  Advisor changed firm

  Connor J Koviak left Osaic Wealth, Inc. for Hasenberg Financial Group (registered 2023-10-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:86e1c3d3-7e2a-2e31-b968-bf349caeea68

First observed

Dec 19, 2022

Last observed

Sep 15, 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.