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Rodney Eugene Weaver

Investment adviser representative at Edelman Financial Engines
28 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

28 years in the industry.

  1. Edelman Financial EnginesJan 2020 to now
  2. Financial Engines Advisors L.L.C.Jan 2020 to now
  3. Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2020
  4. Fidelity Brokerage Services LLCOct 2007 to Jan 2020
  5. Strategic Advisors Inc.Oct 1998 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (NH, 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
2917317
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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