Donald Anthony Edmunds
Investment adviser representative at Edelman Financial Engines
8 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Edelman Financial EnginesAug 2024 to now
- Financial Engines Advisors, L.L.C.Aug 2024 to now
- Air Star Trans & Limousine Service Inc.May 2024 to Aug 2024
- UnattachedFeb 2024 to Apr 2024
- Mariner Wealth AdvisorsMay 2021 to Jan 2024
- US Postal ServiceSep 2020 to May 2021
- UnattachedApr 2019 to Aug 2020
- Foreside Fund Services, LLCApr 2017 to Mar 2019
- Wilshire Associates Incorporated / Wilshire ConsultingMar 2017 to Mar 2019
- UnattchedNov 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2522993
- Firm CRD
- 104510