Luke E Gerald
Investment adviser representative at Edelman Financial Engines
12 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
12 years in the industry.
- Edelman Financial EnginesMay 2024 to now
- UnemployedJul 2023 to May 2024
- Northwestern Mutual Wealth Management CompanyFeb 2023 to Jul 2023
- Chad McquadeJan 2023 to Jul 2023
- Northwestern Mutual Investment Services LLCJan 2023 to Jul 2023
- Fifth Third SecuritiesSep 2019 to Dec 2022
- UnemployedMar 2019 to Sep 2019
- Nylife SecuritiesJul 2018 to Mar 2019
- New York Life Insurance CompanyApr 2018 to Mar 2019
- Byline BankJun 2017 to Aug 2017
- StudentJun 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6167858
- Firm CRD
- 104510