Daniel George Gimmelli
Investment adviser representative at Edelman Financial Engines
16 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
16 years in the industry.
- Edelman Financial EnginesMay 2023 to now
- Financial Engines Advisors L.L.C.Apr 2023 to now
- USAA Investment Management CompanyJan 2018 to Jun 2020
- USAA Life Insurance CompanyFeb 2010 to Apr 2023
- USAA Financial Advisors Inc.Feb 2010 to Jan 2018
- USAA Financial Planning ServicesFeb 2010 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 5453053
- Firm CRD
- 104510