Taralee Sundberg
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
3 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
10 years in the industry.
- Edelman Financial EnginesAug 2026 to now
- Financial Engines Advisors L.L.C.Oct 2017 to Aug 2026
- Financial Engines Advisors L.L.C.Dec 2016 to Sep 2017
- Financial Engines Advisor Center, LLCAug 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (TX, UT, WA).
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
- 6714293
- Firm CRD
- 104510