Luz Natalia Fuentes
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Luz Natalia Fuentes? 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
10 years in the industry.
- Edelman Financial EnginesJul 2026 to now
- Kestra Advisory Services, LLCFeb 2026 to Jul 2026
- Kestra Investment Services, LLCJun 2022 to Jul 2026
- Hub InternationalMay 2022 to Jun 2022
- Summit Wealth PartnersApr 2021 to May 2022
- Pershing LLCJul 2018 to Apr 2021
- Summit Wealth Partners, LLCJun 2017 to Jun 2018
- University of Central FloridaJul 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6989430
- Firm CRD
- 104510