Eau Claire, WI Office

Team
Updated today
Edelman Financial Engines logo

Edelman Financial Engines

Institution

Firm-wide stats for Edelman Financial Engines

Total advisors

723

Across 320 offices

Clients per advisor

660 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

About

Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Its offerings cover workplace solutions for defined contribution plans, IRAs and taxable accounts, planner-led wealth management, retirement income services, and sub-advisory/TAMP arrangements.

The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering both discretionary management (Professional Management, Personal Advisor, SMAs) and non-discretionary Online Advice. Its investment process emphasizes diversified model portfolios, periodic rebalancing and long-term orientation, and Edelman Financial Engines operates as a fiduciary for retirement accounts under ERISA and applicable DOL guidance.

Notable characteristics include a direct-subscription online advice channel available outside the workplace alongside its employer-integrated offerings, and a very large scale of client service—managing approximately $326 billion for roughly 477,000 clients supported by 686 advisors, which implies a high client-per-advisor ratio. The firm also offers product exposures that are less common for large institutional advisers, including direct-indexing SMAs, alternative private funds and structured products, and thematic portfolios with digital-asset exposures.

Based on Edelman Financial Engines

Expertise

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

Based on Edelman Financial Engines

Occupation focus

Retired Founder/Business Owner

Based on Edelman Financial Engines

Location

431 East Claremont Ave., Suite B

Eau Claire WI 54701

Advisors at this office

3

Advisors at this office

user avatar

Heather V

Series 66

Eau Claire, WI

Edelman Financial Engines

Heather Vavra is a financial advisor at Edelman Financial Engines with 11 years of industry experience. She holds a Series 66 designation and previously worked at Hasenberg Financial Group, Royal Alliance, and Investment Management Associates. Outside of her advisory role, she owns The Boujee Woods Life, an educational venture focused on foraging, cooking, and fermentation, where she creates and teaches workshops on mushroom growing and food fermentation. 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 serves a broad client base through advisor-led and online platforms.

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

Jordan H

Series 65

Eau Claire, WI

Edelman Financial Engines

Jordan Hasenberg is a financial advisor with Edelman Financial Engines in Eau Claire, WI, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Royal Alliance Associates, Hasenberg Financial Group, Investment Management Associates, and Jamf. Outside of his advisory work, he serves as the Board Treasurer for the St. Croix Valley Sexual Assault Response Team and owns HasenbergPrints, a business that creates 3D printed objects. Edelman Financial Engines offers 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, providing diversified portfolios with a long-term investment approach.

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

Connor K

CFP®, Series 66

Eau Claire, WI

Edelman Financial Engines

Connor Koviak is a CFP® and Series 66-licensed financial advisor at Edelman Financial Engines with three years of industry experience. He previously worked at Hasenberg Financial Group, Royal Alliance Associates, and RBC Wealth Management. Outside of his advisory role, Koviak serves as Chapter President for the American Financial Education Alliance, where he speaks at educational seminars. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")