Zackary Bell
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Zackary Bell? Claim your profile
Contact this firm
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
- Harvest Investment ServicesFeb 2023 to Dec 2025
- Jd SportsDec 2020 to Feb 2021
- University of IndianapolisAug 2020 to May 2024
- WalmartJun 2020 to Aug 2022
- Greenfield-central High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7989469
- Firm CRD
- 104510