Sophia Weinert
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
1 stateRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Sophia Weinert? 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 EnginesApr 2022 to now
- State FarmNov 2019 to Apr 2022
- Triune Financial PartnersJul 2017 to Nov 2019
- Cozad High SchoolAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 8109378
- Firm CRD
- 104510