Michelle Diane Clifford
Investment adviser representative at Edelman Financial Engines
10 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
10 years in the industry.
- Edelman Financial EnginesJan 2026 to now
- Thrivent FinancialDec 2023 to Jan 2026
- Thrivent Investment Management Inc.Oct 2022 to Jan 2026
- RebarSep 2021 to Oct 2023
- UnemployedJul 2021 to Sep 2021
- Stock Farm ClubMay 2021 to Jul 2021
- UnemployedMar 2020 to May 2021
- Spiedini's Restaurante At J.W. MarriottJan 2019 to Mar 2020
- 7th & Carson BistroJun 2018 to Jan 2019
- Oak & IvyMar 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 7561811
- Firm CRD
- 104510