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Tasha Christine McConnell

Edelman Financial Engines

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About Tasha Christine McConnell

Tasha McConnell is a financial advisor who specializes in providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. Tasha has been a registered investment advisor since January 2022 and is currently employed by Edelman Financial Engines. Tasha has over 10 years of experience in the financial services industry, having previously worked for Wells Fargo Bank N.A., Desert Financial Credit Union, and Financial Engines Advisors L.L.C. Tasha has a Series 65 license and holds a Uniform Investment Adviser Law Examination.

Firm Information

Tasha McConnell is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees & related svcs; reimbursements for printed materials

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Tasha McConnell’s Registration & Firm History

TX

01/20/2022 - Present

Edelman Financial Engines (Austin TX)

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Licenses & Designations

IA

Issued 01/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tasha Christine McConnell.
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