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Dale H

Series 63, Series 65

Birmingham, AL

Edelman Financial Engines

Dale Hansen is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines since 2025, following nine years at Financial Engines Advisors L.L.C. and three years at Tmfs Advisors, Llc. Hansen serves on the finance committee of Double Oak Community Church in Birmingham, AL. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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