Timothy Luke Chapman
Investment adviser representative at Edelman Financial Engines
13 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
13 years in the industry.
- Edelman Financial EnginesMar 2025 to now
- Empower Advisory Group, LLCApr 2023 to Mar 2025
- Personal Capital AdvisorsNov 2018 to Mar 2025
- InsightsoftwareFeb 2018 to Nov 2018
- UnemployedJun 2017 to Feb 2018
- Chrome RiverJan 2017 to Jun 2017
- Loyola Marymount UniversityAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, VA).
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
- 7170101
- Firm CRD
- 104510