William Walker Lohrey
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 EnginesApr 2026 to now
- Financial Engines Advisors L.L.C.Feb 2024 to Apr 2026
- Connecticut Wealth Management, LLCFeb 2022 to Jan 2024
- New York Life Insurance GbsJan 2021 to Feb 2022
- Cigna Life Insurance CompanyOct 2018 to Dec 2020
- Ameritas Life Insurance CompanyJul 2017 to Jul 2018
- University of ConnecticutSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7497265
- Firm CRD
- 104510