Whitney C Day
Investment adviser representative at Edelman Financial Engines
10 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
10 years in the industry.
- Edelman Financial EnginesMar 2025 to now
- American Harvest Financial LLCMar 2024 to Mar 2025
- Mutual of Omaha Insurance CompanyOct 2022 to Feb 2024
- Farmers Financial SolutionsOct 2020 to Oct 2022
- US BankJan 2020 to Oct 2020
- Everything Kitchens LLCDec 2019 to Jan 2020
- Victoria's Secret, LLCDec 2019 to Jan 2020
- AllstateMay 2019 to Jan 2020
- UnemployedJan 2019 to May 2019
- Thrivent FinancialOct 2018 to Jan 2019
- UnemployedSep 2018 to Oct 2018
- First Fidelity BankJan 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7011934
- Firm CRD
- 104510