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John Richard Czelusniak

Investment adviser representative at Edelman Financial Engines
14 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

14 years in the industry.

  1. Edelman Financial EnginesDec 2021 to now
  2. Financial Engines Advisors L.L.C.Nov 2021 to now
  3. Infosys BpmOct 2020 to Oct 2021
  4. RandstadFeb 2020 to Oct 2020
  5. Consolidated Container CompanyApr 2019 to Feb 2020
  6. RandstadDec 2018 to Apr 2019
  7. CostcoNov 2018 to Dec 2018
  8. AmazonNov 2018 to Nov 2018
  9. Handyman Paul Does It All!!!Mar 2012 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

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
7033665
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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