Bobby Emmett
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 EnginesNov 2024 to now
- Thrivent FinancialJan 2024 to Oct 2024
- Thrivent Investment Management IncJan 2024 to Oct 2024
- Charles Schwab & Co., IncJul 2023 to Dec 2023
- Devoted HealthSep 2022 to Jun 2023
- Art of Living Foundation dba Healing BreathsAug 2022 to Sep 2022
- SnapsheetMay 2022 to Jun 2022
- Warby ParkerMar 2022 to Apr 2022
- Liberty MutualNov 2021 to Mar 2022
- Extended TravelJun 2021 to Nov 2021
- State Farm - David BrownOct 2019 to Jun 2021
- StarbucksSep 2017 to Dec 2019
- Jcfd Enterprises (jimmy Johns Franchise)Apr 2011 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IA, TN, 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
- 7323423
- Firm CRD
- 104510