William Ito Fleming
Investment adviser representative at Edelman Financial Engines
16 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
16 years in the industry.
- Edelman Financial EnginesJun 2025 to now
- Financial Engines Advisors L.L.C.May 2022 to Jun 2025
- UnemployedDec 2021 to May 2022
- AnthemSep 2021 to Dec 2021
- UnemployedNov 2020 to Sep 2021
- Customer Solutions GroupJun 2020 to Nov 2020
- True SecurityDec 2018 to Jul 2020
- Golden Gate UniversityJan 2018 to Apr 2019
- Wealth StrongJul 2017 to Sep 2018
- Self EmployedJun 2010 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7561393
- Firm CRD
- 104510