Nicholas John Luitgaarden
Investment adviser representative at Edelman Financial Engines
6 yearsExperience
2 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
6 years in the industry.
- Edelman Financial EnginesOct 2020 to now
- Financial Engines Advisors, L.L.C.Aug 2020 to now
- Cco Capital, LLCMay 2020 to Jul 2020
- Cim GroupMar 2020 to Jul 2020
- The Vanguard Group, Inc.Jul 2018 to Mar 2020
- UnemployedFeb 2018 to Jul 2018
- Yard House RestaurantFeb 2016 to Feb 2018
- Grand Canyon UniversityAug 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6974800
- Firm CRD
- 104510