William Cooke Tracy
Investment adviser representative at Edelman Financial Engines
18 yearsExperience
2 statesRegistered in
CFADesignation
$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
18 years in the industry.
- Edelman Financial EnginesNov 2016 to now
- Financial Engines Advisors L.L.C.Nov 2016 to now
- The Mutual Fund Store, LLCApr 2008 to Nov 2016
- Tmfs Advisors, LLCApr 2008 to Nov 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 5643600
- Firm CRD
- 104510