Alex W Pinn
Investment adviser representative at Edelman Financial Engines
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$326.3BFirm assets
Are you Alex W Pinn? Claim your profile
Contact this firm
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
13 years in the industry.
- Edelman Financial EnginesOct 2022 to now
- Financial Engines Advisors L.L.C.Oct 2022 to now
- Northwestern Mutual Wealth Management CompanyJun 2016 to Sep 2022
- Northwestern Mutual Life Insurance CoJan 2014 to Sep 2022
- Northwestern Mutual Investment Services, LLCAug 2013 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6285445
- Firm CRD
- 104510