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
HALEY RACHEL HOFELD
Haley Hofeld, Haley Rachel Kahrmann
CRD#: 6900722
IA
Investment Adviser
B
Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 10500 SW GREENBURG RD
SUITE 200
PORTLAND, OR 97223
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2022 (4 years)IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2022 - Present (2 years)
License(s)

State Registrations

IA
Oregon 10/11/2022
IA
Washington 1/2/2024
Current Registration(s)
IA
EDELMAN FINANCIAL ENGINES (CRD#:104510)
10500 SW GREENBURG RD SUITE 200, PORTLAND, OR 97223
20700 44TH AVE W SUITE 240, LYNNWOOD, WA 98036
Registered with this firm since 10/11/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/28/2018 - 10/05/2022 EDWARD JONES (CRD#:250) Salem, OR
B
 03/06/2018 - 10/05/2022 EDWARD JONES (CRD#:250) Salem, OR
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.