Megan Sowinski
Investment adviser representative at Edelman Financial Engines
9 yearsExperience
2 statesRegistered 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
9 years in the industry.
- Edelman Financial EnginesOct 2022 to now
- Financial Engines Advisors L.L.C.Oct 2022 to now
- LPL Financial LLCApr 2022 to Sep 2022
- Old National BankApr 2022 to Sep 2022
- J.P. Morgan Securities LLCDec 2021 to Apr 2022
- JP Morgan Chase Bank, N.A.Dec 2021 to Apr 2022
- Fisher InvestmentsMar 2021 to Dec 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2021
- Strategic Advisors Inc.Nov 2014 to Jul 2018
- Fidelity Brokerage Services LLCJul 2013 to Feb 2021
- Fidelity InvestmentsJul 2013 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6235564
- Firm CRD
- 104510