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Michael O
Series 63, Series 65, Series 66
Bellevue, WA
Edelman Financial Engines
Michael Oldenburg is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors and TD Ameritrade. Outside of his advisory role, he is involved with The Oshibori Company LLC, a business specializing in the marketing and sales of wet and dry hand towels and warmers. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through advisor-led and online platforms.
Tue T
Series 65
Bellevue, WA
Edelman Financial Engines
Tue Tran is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at Express Credit Union and the British Council. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.
Nathan D
CFP®, Series 65
Bellevue, WA
Edelman Financial Engines
Nathan Driggs is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Bellevue, WA. His prior roles include positions at Financial Engines Advisors L.L.C., AQUIRE ADVISORS dba DENTIST ADVISORS, Tanner Capital Management, and Waffle Love LLC. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.
Laela E
Series 66
Bellevue, WA
Edelman Financial Engines
Laela Erickson is a financial advisor at Edelman Financial Engines with five years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC and Thrivent Financial. Erickson’s career background also includes roles outside finance, such as working at Morrie's Minnetonka Subaru and Gander Outdoors/Camping World. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.
Donald B
Series 63, Series 66, Series 65
Bellevue, WA
Edelman Financial Engines
Donald Bertrand is a financial advisor with Edelman Financial Engines in Bellevue, WA, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and has prior experience in catering roles from 2015 to 2016. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with both discretionary and non-discretionary management options.
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