Nathan Jacob Baldwin
Investment adviser representative at Edelman Financial Engines
28 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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
28 years in the industry.
- Edelman Financial EnginesNov 2023 to now
- Financial Engines Advisors L.L.C.Oct 2023 to now
- Prw Wealth Management LLCApr 2021 to now
- Lion Street Financial, LLCApr 2021 to Nov 2023
- Gw & Wade Asset Management Company, LLCDec 2020 to Apr 2021
- Gw & Wade, LLCDec 2020 to Apr 2021
- Commonwealth Financial NetworkJul 2001 to Dec 2020
- D.K. Brede Investment Management Co. IncOct 1998 to Dec 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 4407352
- Firm CRD
- 104510