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Effective URL: https://www.edelmanfinancialengines.com/patent-information/
Submission: On November 16 via api from US — Scanned from DE
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Search (833) PLAN-EFE Log In * Working With Us Working With Us Our Approach Our Locations * Services Wealth Management Services Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning Employer Services Enterprise Workplace Solutions Small-Business Solutions * Insights Everyday Wealth Podcasts Market Insights Tax Planning Retirement Planning Home and Mortgage Investing vs. speculation 2 min 37 sec As markets continue their bumpy ride, some investors are looking to make back losses ... Listen Now Recession or recession-ish? Bear markets or bear-ish? 4 min 22 sec The true definition of a recession is technically two back-to back quarters of gross ... Listen Now Can money buy happiness … even in a recession? 3 min 18 sec The word recession has been all over the news lately. Inflation is high, our purchasing ... Listen Now View All Categories View All Episodes * About Us Who We Are Our Story Our Leadership Pressroom Careers Contact Us Our Mission We believe everyone deserves to move their financial life forward. Connect With a Planner * Working With Us Our Approach Our Locations * Services Wealth Management Services Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning Employer Services Enterprise Workplace Solutions Small-Business Solutions * Insights Everyday Wealth Podcast Market Insight Tax Optimization Retirement Planning View All Categories * About Us Our Story Our Leadership Pressroom Careers Contact Us Connect With a Planner Log In (833) PLAN-EFE Search PATENT INFORMATION EDELMAN FINANCIAL ENGINES HAS OBTAINED U.S. PATENT NUMBERS: * 5,918,217 * 6,012,044 * 6,021,397 * 6,125,355 * 6,292,787 * 7,016,870 * 7,062,458 * 7,249,081 * 7,321,871 * 7,774,257 * 7,788,155 * 7,813,989 * 7,983,975 * 8,200,561 * 8,224,735 * 8,521,633 * 8,725,614 Other US and foreign patents pending. EDELMAN FINANCIAL ENGINES OFFICES See All Locations * * * Quick Links Our Locations Education For Employers Contact Us Call: (833) PLAN-EFE Contact Us About Us About Our Company Team Pressroom Careers Client Logins Client Mobile App Client Portal Login Charles Schwab TD Ameritrade E.TRADE Fidelity Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines ADV Business Continuity Wrap Fee Brochure Do Not Sell My Personal Information The Barron’s 2022 Top 100 RIA Firms list, a seven-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. The Financial Times 300 Top Registered Investment Advisers list is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances. All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product. © 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. Quick Links Our Locations Education For Employers Contact Us Call: (833) PLAN-EFE Contact Us About Us About Our Company Team Pressroom Careers Client Logins Client Mobile App Client Portal Login Charles Schwab TD Ameritrade E.TRADE Fidelity * * * Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines ADV Business Continuity Wrap Fee Brochure Do Not Sell My Personal Information The Barron’s 2022 Top 100 RIA Firms list, a seven-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. The Financial Times 300 Top Registered Investment Advisers list is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances. All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product. © 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. DO NOT SELL MY PERSONAL INFORMATION * YOUR PRIVACY * STRICTLY NECESSARY COOKIES * SOCIAL MEDIA COOKIES * ADVERTISING COOKIES * PERFORMANCE COOKIES * FUNCTIONAL COOKIES YOUR PRIVACY Like many online services, Edelman Financial Engines uses cookies and similar technologies to enhance your online experience. When you visit our website, we store cookies on your browser to collect information. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. However, you can choose not to allow certain types of cookies. 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