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RIA / WealthAdvisor28 years in industry

JOSEPH MICHAEL LUNN

Advisor at EDELMAN FINANCIAL ENGINES

NORTHVILLE, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 29, 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: Oct 10, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: Oct 10, 1997
First registration: Sep 29, 2003
Dual registered: no
Other names: JOSEPH LUNIEWSKI|JOSEPH MICHAEL LUNIWSKI|JOSEPH MICHAEL LUNN|JOSEPH MICHAEL LUNN
IAPD individual key: 2948555

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	Aug 14, 2017	n/a	yes	NORTHVILLE, MI	Current employment
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 14, 2016	Aug 2, 2017	no	Novi, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 20, 2014	May 6, 2016	no	BRIGHTON, MI\|CHICAGO, IL\|BRIGHTON, MI\|BRIGHTON, MI\|CANTON, MI	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Sep 29, 2003	Jan 8, 2004	no	NOVI, MI	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
SECURIAN FINANCIAL SERVICES, INC.	EDELMAN FINANCIAL ENGINES	Aug 2, 2017	Aug 14, 2017	12	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SECURIAN FINANCIAL SERVICES, INC.	May 6, 2016	Jul 14, 2016	69	Firm change	Other
BANC ONE SECURITIES CORPORATION	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 8, 2004	Jun 20, 2014	3,816	Firm change after gap	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Aug 14, 2017 to presentfactForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 14, 2016 to Aug 2, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 20, 2014 to May 6, 2016factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 29, 2003 to Jan 8, 2004factForm ADV

Dated events

No dated event names this entity yet.