Ashley Nicole Warda
Investment Adviser Representative at Edelman Financial Engines
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ashley Nicole Warda is an investment adviser representative with Edelman Financial Engines in Castle Rock, CO, where they have been registered since 2016, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Engines Advisors, LLCMay 2016 – Aug 2020Phoenix, AZ
- Financial Engines Advisors, L.L.C.Aug 2020 – May 2021Santa Clara, CA
- Financial Engines Advisors L.L.C.May 2021 – Sep 2021Santa Clara, CA
- Financial Engines Advisors L.L.C.Sep 2021 – Jan 2022Santa Clara, CA
- Financial Engines Advisors L.L.C.Jan 2022 – Sep 2022Santa Clara, CA
- Financial Engines Advisors L.L.C.Sep 2022 – May 2024Santa Clara, CA
- Edelman Financial EnginesMay 2024 – no end date reportedSanta Clara, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edelman Financial Engines
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.0175
- First $400,0001.75%
- Next $350,0001.25%
- Next $250,0001.00%
- Next $2,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 715
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Santa Clara, CA
- SEC file number:
- 801-55196
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Edelman Financial Engines
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ashley Nicole Warda has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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