Ronnie Edward Dawson
Investment adviser representative at Edelman Financial Engines
13 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
13 years in the industry.
- Edelman Financial EnginesMar 2026 to now
- Edgerock Wealth ManagementFeb 2025 to Feb 2026
- US BankAug 2023 to Feb 2025
- Paradigm Wealth ManagementMar 2023 to Jul 2023
- Southern Farm Bureau Casualty InsuranceJun 2022 to Feb 2023
- Janus Henderson InvestorsJun 2021 to Feb 2023
- Cg FinancialJan 2021 to May 2021
- Msu GreenlineSep 2019 to Dec 2020
- Michigan State UniversityAug 2019 to Apr 2021
- UnemployedJun 2017 to Jul 2019
- Berkley High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7212472
- Firm CRD
- 104510