Aaron Joseph Haley
Investment adviser representative at Edelman Financial Engines
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326.3BFirm assets
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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
20 years in the industry.
- Edelman Financial EnginesJul 2022 to now
- Financial Engines Advisors L.L.CJun 2022 to now
- Schwab Private Client Investment Advisory, Inc.Apr 2021 to Jun 2022
- Charles Schwab & Co., Inc.May 2020 to Jun 2022
- Charles Schwab Bank, SsbMay 2020 to Apr 2021
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncMar 2006 to May 2020
- USAA Financial Planning ServicesMar 2006 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2985590
- Firm CRD
- 104510