Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
TARALEE SUNDBERG
TARALEE HODGES
CRD#: 6714293
IA
Investment Adviser
EDELMAN FINANCIAL ENGINESCRD#: 104510 20700 44TH AVE W.
SUITE 120
LYNNWOOD, WA 98036
Registration History
2017201820192020202120222023202420252026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2017 - Present (8 years)
License(s)

State Registrations

IA
Texas 1/13/2022
IA
Washington 10/2/2017
IA
Utah 2/6/2017
Current Registration(s)
IA
EDELMAN FINANCIAL ENGINES (CRD#:104510)
20700 44TH AVE W. SUITE 120, LYNNWOOD, WA 98036
2795 EAST COTTONWOOD PARKWAY SUITE 670, SALT LAKE CITY, UT 84121
Registered with this firm since 2/6/2017
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.